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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 | $14,713 | $138,114-89.3% | $125,391-88.3% | $134,545-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.66% | 750.88%-775.5pp | 572.41%-597.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $3,281 | $5,246-37.4% | $4,816-31.9% | $4,742-30.8% |
| Participant deferral / active EE | $7,243 | $7,801-7.2% | $7,448-2.8% | $6,401+13.1% |
| Admin fee / account holder | $248 | $11,570-97.9% | $10,009-97.5% | $11,431-97.8% |