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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 | $111,304 | $72,071+54.4% | $68,368+62.8% | $137,256-18.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -29.58% | 353.14%-382.7pp | 292.57%-322.2pp | 220.34%-249.9pp |
| Employer contribution / active EE | $5,075 | $2,788+82.0% | $2,649+91.6% | $4,156+22.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |