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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 | $175,092 | $135,645+29.1% | $110,243+58.8% | $135,380+29.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.85% | 513.24%-522.1pp | 314.76%-323.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,612 | $4,907-67.1% | $3,827-57.9% | $4,779-66.3% |
| Participant deferral / active EE | $3,110 | $5,507-43.5% | $4,672-33.4% | $5,609-44.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |