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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 | $21,826 | $99,647-78.1% | $86,439-74.7% | $134,509-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.18% | 6784.13%-6811.3pp | 4395.55%-4422.7pp | 418.13%-445.3pp |
| Employer contribution / active EE | $13,540 | $4,401+207.7% | $3,769+259.3% | $4,741+185.6% |
| Participant deferral / active EE | $11,458 | $7,246+58.1% | $6,952+64.8% | $6,400+79.0% |
| Admin fee / account holder | $182 | $8,373-97.8% | $6,732-97.3% | $11,427-98.4% |