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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 | $130,246 | $150,447-13.4% | $136,298-4.4% | $147,586-11.7% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | -7.46% | 1049.15%-1056.6pp | 5156.27%-5163.7pp | 578.59%-586.0pp |
| Employer contribution / active EE | $22,537 | $5,256+328.8% | $4,696+380.0% | $4,876+362.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |