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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 | $67,664 | $180,466-62.5% | $154,114-56.1% | $135,382-50.0% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -10.36% | 888.15%-898.5pp | 735.16%-745.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $2,612 | $6,035-56.7% | $5,298-50.7% | $4,779-45.4% |
| Participant deferral / active EE | $4,212 | $5,806-27.5% | $5,081-17.1% | $5,609-24.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |