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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 | $79,599 | $97,732-18.6% | $83,831-5.0% | $135,380-41.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.15% | 1287.56%-1299.7pp | 850.99%-863.1pp | 519.81%-532.0pp |
| Employer contribution / active EE | $36,500 | $4,222+764.5% | $3,631+905.2% | $4,779+663.8% |
| Participant deferral / active EE | $18,500 | $4,683+295.1% | $4,082+353.2% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |