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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 | $158,441 | $76,608+106.8% | $56,077+182.5% | $145,877+8.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -21.29% | 3009.59%-3030.9pp | 1709.28%-1730.6pp | 551.28%-572.6pp |
| Employer contribution / active EE | $1,182 | $1,382-14.4% | $1,040+13.6% | $4,663-74.7% |
| Participant deferral / active EE | $1,922 | $2,624-26.8% | $1,954-1.7% | $6,691-71.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |