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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 | $33,621 | $138,102-75.7% | $125,381-73.2% | $134,532-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.41% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,735 | $5,245-47.9% | $4,815-43.2% | $4,741-42.3% |
| Participant deferral / active EE | $10,835 | $7,801+38.9% | $7,448+45.5% | $6,401+69.3% |
| Admin fee / account holder | $45 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |