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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 | $71,027 | $180,459-60.6% | $154,108-53.9% | $135,380-47.5% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -10.32% | 888.21%-898.5pp | 735.21%-745.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $5,082 | $6,035-15.8% | $5,298-4.1% | $4,779+6.3% |
| Participant deferral / active EE | $3,355 | $5,806-42.2% | $5,081-34.0% | $5,609-40.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |