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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 | $23,255 | $109,863-78.8% | $98,477-76.4% | $167,518-86.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -28.48% | 1958.09%-1986.6pp | 1493.59%-1522.1pp | 478.71%-507.2pp |
| Employer contribution / active EE | $450 | $3,225-86.0% | $2,961-84.8% | $4,838-90.7% |
| Participant deferral / active EE | $3,000 | $4,673-35.8% | $4,276-29.8% | $6,342-52.7% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |