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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 | $132,793 | $75,962+74.8% | $154,108-13.8% | $64,173+106.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $9,479 | $3,350+183.0% | $5,298+78.9% | $2,381+298.1% |
| Participant deferral / active EE | $6,089 | $3,175+91.8% | $5,081+19.8% | $3,470+75.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |