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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 | $41,750 | $108,701-61.6% | $74,723-44.1% | $152,909-72.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -0.66% | 114.12%-114.8pp | 753.18%-753.8pp | 345.46%-346.1pp |
| Employer contribution / active EE | $146 | $1,504-90.3% | $1,084-86.5% | $4,764-96.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $4,906-100.0% | $3,335-99.9% | $11,601-100.0% |