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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 | $78,485 | $138,078-43.2% | $125,363-37.4% | $134,509-41.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.54% | 750.49%-773.0pp | 572.15%-594.7pp | 418.13%-440.7pp |
| Employer contribution / active EE | $5,267 | $5,245+0.4% | $4,815+9.4% | $4,741+11.1% |
| Participant deferral / active EE | $11,713 | $7,800+50.2% | $7,447+57.3% | $6,400+83.0% |
| Admin fee / account holder | $19 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |