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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 | $62,031 | $112,935-45.1% | $90,970-31.8% | $158,966-61.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | -10.07% | 215.79%-225.9pp | 134.58%-144.7pp | 302.95%-313.0pp |
| Employer contribution / active EE | $13,127 | $2,895+353.5% | $2,122+518.5% | $4,762+175.6% |
| Participant deferral / active EE | $7,333 | $4,129+77.6% | $3,373+117.4% | $5,983+22.6% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |