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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 | $167,142 | $160,070+4.4% | $147,117+13.6% | $145,897+14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -38.20% | 98.69%-136.9pp | 420.54%-458.7pp | 552.29%-590.5pp |
| Employer contribution / active EE | $10,185 | $5,285+92.7% | $4,932+106.5% | $4,663+118.4% |
| Participant deferral / active EE | $13,375 | $8,419+58.9% | $8,065+65.8% | $6,689+99.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |