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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 | $16,713 | $138,114-87.9% | $125,391-86.7% | $134,545-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.17% | 750.88%-773.1pp | 572.41%-594.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $4,405 | $5,246-16.0% | $4,816-8.5% | $4,742-7.1% |
| Participant deferral / active EE | $6,608 | $7,801-15.3% | $7,448-11.3% | $6,401+3.2% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |