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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 | $74,543 | $96,388-22.7% | $80,627-7.5% | $139,466-46.6% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | -33.39% | 1352.08%-1385.5pp | 936.76%-970.2pp | 373.66%-407.1pp |
| Employer contribution / active EE | $6,243 | $3,260+91.5% | $2,723+129.3% | $4,754+31.3% |
| Participant deferral / active EE | $9,203 | $5,224+76.1% | $4,443+107.1% | $6,712+37.1% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |