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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 | $60,391 | $135,645-55.5% | $110,243-45.2% | $135,380-55.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.81% | 513.24%-522.1pp | 314.76%-323.6pp | 519.81%-528.6pp |
| Employer contribution / active EE | $11,132 | $4,907+126.9% | $3,827+190.9% | $4,779+132.9% |
| Participant deferral / active EE | $9,539 | $5,507+73.2% | $4,672+104.2% | $5,609+70.1% |
| Admin fee / account holder | $139 | $11,458-98.8% | $8,548-98.4% | $10,828-98.7% |