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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 | $124,936 | $138,114-9.5% | $125,391-0.4% | $134,545-7.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -22.11% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $3,084 | $5,246-41.2% | $4,816-36.0% | $4,742-35.0% |
| Participant deferral / active EE | $7,056 | $7,801-9.6% | $7,448-5.3% | $6,401+10.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |