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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 | $52,063 | $67,823-23.2% | $52,425-0.7% | $137,256-62.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -27.91% | 219.11%-247.0pp | 302.12%-330.0pp | 220.34%-248.3pp |
| Employer contribution / active EE | $13,781 | $1,163+1085.0% | $914+1407.5% | $4,156+231.6% |
| Participant deferral / active EE | $15,007 | $2,288+555.9% | $1,790+738.2% | $6,407+134.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |