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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 | $137,588 | $138,076-0.4% | $123,553+11.4% | $135,380+1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.66% | 153.70%-169.4pp | 119.21%-134.9pp | 519.81%-535.5pp |
| Employer contribution / active EE | $13,274 | $5,152+157.7% | $4,628+186.8% | $4,779+177.8% |
| Participant deferral / active EE | $8,167 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |