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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 | $135,602 | $160,059-15.3% | $140,019-3.2% | $135,380+0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.31% | 911.48%-924.8pp | 651.17%-664.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $21,350 | $6,420+232.6% | $5,605+280.9% | $4,779+346.8% |
| Participant deferral / active EE | $12,850 | $7,641+68.2% | $6,927+85.5% | $5,609+129.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |