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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 | $66,372 | $138,068-51.9% | $125,358-47.1% | $134,493-50.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.41% | 750.30%-772.7pp | 572.03%-594.4pp | 418.01%-440.4pp |
| Employer contribution / active EE | $4,001 | $5,244-23.7% | $4,814-16.9% | $4,740-15.6% |
| Participant deferral / active EE | $6,663 | $7,799-14.6% | $7,447-10.5% | $6,400+4.1% |
| Admin fee / account holder | $77 | $11,568-99.3% | $10,007-99.2% | $11,425-99.3% |