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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,585 | $138,114-74.2% | $125,391-71.6% | $134,545-73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.90% | 750.88%-782.8pp | 572.41%-604.3pp | 418.37%-450.3pp |
| Employer contribution / active EE | $28,718 | $5,246+447.4% | $4,816+496.3% | $4,742+505.7% |
| Participant deferral / active EE | $16,687 | $7,801+113.9% | $7,448+124.0% | $6,401+160.7% |
| Admin fee / account holder | $31 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |