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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 | $182,279 | $96,643+88.6% | $86,617+110.4% | $139,456+30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -23.10% | 106.57%-129.7pp | 591.91%-615.0pp | 373.45%-396.5pp |
| Employer contribution / active EE | $2,500 | $3,264-23.4% | $3,023-17.3% | $4,753-47.4% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |