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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 | $105,418 | $112,131-6.0% | $95,964+9.9% | $158,982-33.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.53% | 171.19%-172.7pp | 91.64%-93.2pp | 302.99%-304.5pp |
| Employer contribution / active EE | $7,605 | $3,199+137.7% | $2,541+199.3% | $4,763+59.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $101 | $10,136-99.0% | $6,797-98.5% | $11,252-99.1% |