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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 | $79,804 | $138,114-42.2% | $125,391-36.4% | $134,545-40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.19% | 750.88%-773.1pp | 572.41%-594.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $4,548 | $5,246-13.3% | $4,816-5.6% | $4,742-4.1% |
| Participant deferral / active EE | $12,213 | $7,801+56.6% | $7,448+64.0% | $6,401+90.8% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |