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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 | $19,809 | $104,106-81.0% | $71,086-72.1% | $135,379-85.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -23.00% | 1256.30%-1279.3pp | 650.59%-673.6pp | 519.79%-542.8pp |
| Employer contribution / active EE | $300 | $1,485-79.8% | $1,088-72.4% | $4,779-93.7% |
| Participant deferral / active EE | $300 | $2,527-88.1% | $1,874-84.0% | $5,609-94.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |