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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 | $146,894 | $129,737+13.2% | $119,126+23.3% | $154,746-5.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -38.02% | 379.08%-417.1pp | 282.11%-320.1pp | 172.34%-210.4pp |
| Employer contribution / active EE | $2,920 | $4,375-33.3% | $4,034-27.6% | $4,379-33.3% |
| Participant deferral / active EE | $4,521 | $5,842-22.6% | $5,318-15.0% | $6,730-32.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |