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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 | $17,496 | $90,606-80.7% | $79,466-78.0% | $135,379-87.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.74% | 977.69%-991.4pp | 718.28%-732.0pp | 519.79%-533.5pp |
| Employer contribution / active EE | $5,355 | $3,068+74.6% | $2,800+91.2% | $4,779+12.1% |
| Participant deferral / active EE | $6,140 | $4,050+51.6% | $3,704+65.8% | $5,609+9.5% |
| Admin fee / account holder | $43 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |