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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 | $245,367 | $138,102+77.7% | $125,381+95.7% | $134,532+82.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.01% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $10,951 | $5,245+108.8% | $4,815+127.4% | $4,741+131.0% |
| Participant deferral / active EE | $9,843 | $7,801+26.2% | $7,448+32.2% | $6,401+53.8% |
| Admin fee / account holder | $268 | $11,568-97.7% | $10,007-97.3% | $11,429-97.7% |