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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 | $43,082 | $165,399-74.0% | $149,745-71.2% | $158,982-72.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.24% | 348.34%-357.6pp | 276.72%-286.0pp | 302.99%-312.2pp |
| Employer contribution / active EE | $7,215 | $5,105+41.3% | $4,646+55.3% | $4,763+51.5% |
| Participant deferral / active EE | $9,413 | $7,183+31.1% | $6,843+37.6% | $5,983+57.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |