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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 | $26,921 | $97,732-72.5% | $83,831-67.9% | $135,380-80.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.73% | 1287.56%-1301.3pp | 850.99%-864.7pp | 519.81%-533.5pp |
| Employer contribution / active EE | $10,249 | $4,222+142.7% | $3,631+182.3% | $4,779+114.5% |
| Participant deferral / active EE | $10,656 | $4,683+127.5% | $4,082+161.0% | $5,609+90.0% |
| Admin fee / account holder | $128 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |