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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 | $10,624 | $92,684-88.5% | $82,706-87.2% | $134,509-92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.52% | 945.84%-969.4pp | 701.76%-725.3pp | 418.13%-441.7pp |
| Employer contribution / active EE | $2,070 | $3,272-36.7% | $3,007-31.2% | $4,741-56.3% |
| Participant deferral / active EE | $4,139 | $4,800-13.8% | $4,394-5.8% | $6,400-35.3% |
| Admin fee / account holder | $39 | $5,982-99.3% | $5,329-99.3% | $11,427-99.7% |