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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 | $122,673 | $209,874-41.5% | $189,537-35.3% | $167,536-26.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -12.79% | 748.61%-761.4pp | 555.34%-568.1pp | 478.82%-491.6pp |
| Employer contribution / active EE | $9,013 | $6,913+30.4% | $6,161+46.3% | $4,839+86.2% |
| Participant deferral / active EE | $6,375 | $8,934-28.6% | $8,220-22.4% | $6,342+0.5% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |