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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 | $225,964 | $135,645+66.6% | $110,243+105.0% | $135,379+66.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.64% | 513.24%-527.9pp | 314.76%-329.4pp | 519.79%-534.4pp |
| Employer contribution / active EE | $20,000 | $4,907+307.6% | $3,827+422.6% | $4,779+318.5% |
| Participant deferral / active EE | $20,750 | $5,507+276.8% | $4,672+344.1% | $5,609+269.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |