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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 | $28,838 | $183,516-84.3% | $155,534-81.5% | $145,884-80.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.85% | 61.43%-64.3pp | 64.92%-67.8pp | 551.85%-554.7pp |
| Employer contribution / active EE | $1,200 | $5,315-77.4% | $4,675-74.3% | $4,662-74.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |