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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 | $4,258 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -20.89% | 353.14%-374.0pp | 292.57%-313.5pp | 220.34%-241.2pp |
| Employer contribution / active EE | $1,690 | $2,788-39.4% | $2,649-36.2% | $4,156-59.3% |
| Participant deferral / active EE | $2,173 | $4,410-50.7% | $4,123-47.3% | $6,407-66.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |