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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 | $31,892 | $138,078-76.9% | $125,363-74.6% | $134,509-76.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.94% | 750.49%-778.4pp | 572.15%-600.1pp | 418.13%-446.1pp |
| Employer contribution / active EE | $11,380 | $5,245+117.0% | $4,815+136.4% | $4,741+140.1% |
| Participant deferral / active EE | $11,563 | $7,800+48.2% | $7,447+55.3% | $6,400+80.7% |
| Admin fee / account holder | $53 | $11,566-99.5% | $10,005-99.5% | $11,427-99.5% |