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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 | $24,684 | $160,028-84.6% | $147,080-83.2% | $145,884-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -18.39% | 98.60%-117.0pp | 420.17%-438.6pp | 551.85%-570.2pp |
| Employer contribution / active EE | $6,246 | $5,286+18.2% | $4,933+26.6% | $4,662+34.0% |
| Participant deferral / active EE | $9,618 | $8,422+14.2% | $8,066+19.2% | $6,690+43.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |