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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 | $80,050 | $160,059-50.0% | $140,019-42.8% | $135,380-40.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.71% | 911.48%-931.2pp | 651.17%-670.9pp | 519.81%-539.5pp |
| Employer contribution / active EE | $11,000 | $6,420+71.4% | $5,605+96.2% | $4,779+130.2% |
| Participant deferral / active EE | $14,333 | $7,641+87.6% | $6,927+106.9% | $5,609+155.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |