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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 | $137,307 | $202,342-32.1% | $172,753-20.5% | $152,909-10.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | -8.60% | 1029.88%-1038.5pp | 803.00%-811.6pp | 345.46%-354.1pp |
| Employer contribution / active EE | $10,110 | $5,857+72.6% | $5,144+96.6% | $4,764+112.2% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,851-5.1% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |