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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 | $139,227 | $190,916-27.1% | $160,037-13.0% | $134,545+3.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.50% | 552.79%-575.3pp | 408.95%-431.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $15,086 | $4,996+202.0% | $4,226+257.0% | $4,742+218.2% |
| Participant deferral / active EE | $10,756 | $6,925+55.3% | $6,184+73.9% | $6,401+68.0% |
| Admin fee / account holder | $83 | $10,497-99.2% | $8,716-99.1% | $11,431-99.3% |