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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 | $23,408 | $138,102-83.1% | $125,381-81.3% | $134,532-82.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.38% | 750.73%-778.1pp | 572.31%-599.7pp | 418.27%-445.6pp |
| Employer contribution / active EE | $3,181 | $5,245-39.3% | $4,815-33.9% | $4,741-32.9% |
| Participant deferral / active EE | $13,093 | $7,801+67.9% | $7,448+75.8% | $6,401+104.6% |
| Admin fee / account holder | $34 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |