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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 | $41,125 | $160,059-74.3% | $140,019-70.6% | $135,380-69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.75% | 911.48%-924.2pp | 651.17%-663.9pp | 519.81%-532.6pp |
| Employer contribution / active EE | $13,212 | $6,420+105.8% | $5,605+135.7% | $4,779+176.5% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |