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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 | $163,417 | $190,862-14.4% | $159,991+2.1% | $134,509+21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.90% | 552.59%-574.5pp | 408.82%-430.7pp | 418.13%-440.0pp |
| Employer contribution / active EE | $21,333 | $4,995+327.1% | $4,225+404.9% | $4,741+350.0% |
| Participant deferral / active EE | $9,867 | $6,924+42.5% | $6,183+59.6% | $6,400+54.2% |
| Admin fee / account holder | $20 | $10,495-99.8% | $8,715-99.8% | $11,427-99.8% |