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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 | $125,612 | $99,668+26.0% | $86,451+45.3% | $134,545-6.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -25.25% | 6789.61%-6814.9pp | 4398.51%-4423.8pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,234 | $4,403-49.3% | $3,770-40.7% | $4,742-52.9% |
| Participant deferral / active EE | $5,296 | $7,249-26.9% | $6,953-23.8% | $6,401-17.3% |
| Admin fee / account holder | $124 | $8,377-98.5% | $6,734-98.2% | $11,431-98.9% |