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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 | $118,503 | $209,888-43.5% | $189,545-37.5% | $167,553-29.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -3.06% | 748.66%-751.7pp | 555.36%-558.4pp | 478.89%-482.0pp |
| Employer contribution / active EE | $20,400 | $6,915+195.0% | $6,162+231.0% | $4,840+321.5% |
| Participant deferral / active EE | $32,500 | $8,934+263.8% | $8,220+295.4% | $6,343+412.4% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |