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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 | $23,288 | $138,102-83.1% | $125,381-81.4% | $134,532-82.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -119.96% | 750.73%-870.7pp | 572.31%-692.3pp | 418.27%-538.2pp |
| Employer contribution / active EE | $2,938 | $5,245-44.0% | $4,815-39.0% | $4,741-38.0% |
| Participant deferral / active EE | $20,633 | $7,801+164.5% | $7,448+177.0% | $6,401+222.3% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |