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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 | $78,104 | $138,114-43.4% | $125,391-37.7% | $134,545-41.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -23.23% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $2,697 | $5,246-48.6% | $4,816-44.0% | $4,742-43.1% |
| Participant deferral / active EE | $10,807 | $7,801+38.5% | $7,448+45.1% | $6,401+68.8% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |