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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 | $60,881 | $209,405-70.9% | $178,486-65.9% | $158,931-61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.80% | 188.77%-198.6pp | 151.08%-160.9pp | 302.86%-312.7pp |
| Employer contribution / active EE | $2,466 | $5,707-56.8% | $5,011-50.8% | $4,761-48.2% |
| Participant deferral / active EE | $10,800 | $5,954+81.4% | $5,202+107.6% | $5,982+80.5% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |