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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 | $139,675 | $79,184+76.4% | $102,438+36.4% | $74,546+87.4% |
| Participation rate | 99.2% | 74.8%+24.5pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | -4.15% | 54.95%-59.1pp | 29.37%-33.5pp | 1366.03%-1370.2pp |
| Employer contribution / active EE | $15,343 | $2,362+549.6% | $3,024+407.4% | $2,624+484.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |