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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 | $50,146 | $180,459-72.2% | $154,108-67.5% | $135,380-63.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.49% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $8,489 | $6,035+40.7% | $5,298+60.3% | $4,779+77.6% |
| Participant deferral / active EE | $8,315 | $5,806+43.2% | $5,081+63.7% | $5,609+48.3% |
| Admin fee / account holder | $1 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |