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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 | $15,295 | $101,618-84.9% | $93,063-83.6% | $137,256-88.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -90.77% | 223.95%-314.7pp | 34.15%-124.9pp | 220.34%-311.1pp |
| Employer contribution / active EE | $2,340 | $2,707-13.6% | $2,476-5.5% | $4,156-43.7% |
| Participant deferral / active EE | $3,032 | $4,279-29.2% | $3,958-23.4% | $6,407-52.7% |
| Admin fee / account holder | $71 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |