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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 | $186,660 | $112,915+65.3% | $90,965+105.2% | $158,950+17.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -1.62% | 215.75%-217.4pp | 134.57%-136.2pp | 302.91%-304.5pp |
| Employer contribution / active EE | $12,500 | $2,894+331.9% | $2,122+489.0% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |