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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 | $27,037 | $138,114-80.4% | $125,391-78.4% | $134,545-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.57% | 750.88%-776.5pp | 572.41%-598.0pp | 418.37%-443.9pp |
| Employer contribution / active EE | $4,260 | $5,246-18.8% | $4,816-11.5% | $4,742-10.2% |
| Participant deferral / active EE | $12,350 | $7,801+58.3% | $7,448+65.8% | $6,401+92.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |