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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 | $18,421 | $138,102-86.7% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -45.29% | 750.73%-796.0pp | 572.31%-617.6pp | 418.27%-463.6pp |
| Employer contribution / active EE | $4,411 | $5,245-15.9% | $4,815-8.4% | $4,741-7.0% |
| Participant deferral / active EE | $19,542 | $7,801+150.5% | $7,448+162.4% | $6,401+205.3% |
| Admin fee / account holder | $19 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |