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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 | $75,251 | $135,639-44.5% | $110,241-31.7% | $135,382-44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.88% | 513.21%-526.1pp | 314.75%-327.6pp | 519.77%-532.6pp |
| Employer contribution / active EE | $19,326 | $4,907+293.9% | $3,827+405.1% | $4,779+304.4% |
| Participant deferral / active EE | $13,066 | $5,507+137.3% | $4,672+179.7% | $5,609+133.0% |
| Admin fee / account holder | $269 | $11,457-97.7% | $8,548-96.9% | $10,829-97.5% |