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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 | $138,757 | $165,361-16.1% | $149,715-7.3% | $158,950-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -34.99% | 348.24%-383.2pp | 276.66%-311.7pp | 302.91%-337.9pp |
| Employer contribution / active EE | $2,500 | $5,103-51.0% | $4,645-46.2% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |