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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 | $118,119 | $82,630+43.0% | $64,105+84.3% | $125,389-5.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.71% | 1489.72%-1494.4pp | 791.24%-796.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,509 | $2,671-6.1% | $1,820+37.9% | $4,866-48.4% |
| Participant deferral / active EE | $7,767 | $3,608+115.2% | $2,822+175.2% | $5,352+45.1% |
| Admin fee / account holder | $124 | $6,382-98.1% | $4,499-97.2% | $9,541-98.7% |