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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 | $110,809 | $180,462-38.6% | $154,111-28.1% | $135,379-18.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.07% | 888.17%-898.2pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $6,472 | $6,036+7.2% | $5,298+22.2% | $4,779+35.4% |
| Participant deferral / active EE | $4,512 | $5,806-22.3% | $5,081-11.2% | $5,609-19.6% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |