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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 | $210,983 | $138,102+52.8% | $125,381+68.3% | $134,532+56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.75% | 750.73%-773.5pp | 572.31%-595.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $23,508 | $5,245+348.2% | $4,815+388.2% | $4,741+395.8% |
| Participant deferral / active EE | $20,201 | $7,801+159.0% | $7,448+171.2% | $6,401+215.6% |
| Admin fee / account holder | $22 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |