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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 | $15,605 | $138,102-88.7% | $125,381-87.6% | $134,532-88.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.14% | 750.73%-776.9pp | 572.31%-598.4pp | 418.27%-444.4pp |
| Employer contribution / active EE | $3,166 | $5,245-39.7% | $4,815-34.3% | $4,741-33.2% |
| Participant deferral / active EE | $8,388 | $7,801+7.5% | $7,448+12.6% | $6,401+31.0% |
| Admin fee / account holder | $52 | $11,568-99.6% | $10,007-99.5% | $11,429-99.5% |