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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 | $60,495 | $104,116-41.9% | $71,089-14.9% | $135,380-55.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -68.77% | 1256.51%-1325.3pp | 650.65%-719.4pp | 519.81%-588.6pp |
| Employer contribution / active EE | $1,329 | $1,485-10.5% | $1,088+22.1% | $4,779-72.2% |
| Participant deferral / active EE | $1,688 | $2,524-33.1% | $1,873-9.9% | $5,609-69.9% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |