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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 | $156,130 | $90,617+72.3% | $79,476+96.5% | $135,382+15.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.39% | 977.57%-989.0pp | 718.21%-729.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $12,888 | $3,068+320.1% | $2,800+360.3% | $4,779+169.7% |
| Participant deferral / active EE | $12,888 | $4,050+218.2% | $3,704+248.0% | $5,609+129.8% |
| Admin fee / account holder | $10 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |