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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 | $103,382 | $121,701-15.1% | $104,639-1.2% | $158,982-35.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -33.11% | 465.72%-498.8pp | 340.67%-373.8pp | 302.99%-336.1pp |
| Employer contribution / active EE | $2,272 | $3,165-28.2% | $2,682-15.3% | $4,763-52.3% |
| Participant deferral / active EE | $3,128 | $4,176-25.1% | $3,738-16.3% | $5,983-47.7% |
| Admin fee / account holder | $1 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |