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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 | $203,182 | $90,617+124.2% | $79,476+155.7% | $135,382+50.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.16% | 977.57%-988.7pp | 718.21%-729.4pp | 519.77%-530.9pp |
| Employer contribution / active EE | $13,888 | $3,068+352.7% | $2,800+396.0% | $4,779+190.6% |
| Participant deferral / active EE | $8,765 | $4,050+116.4% | $3,704+136.6% | $5,609+56.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |