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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 | $99,524 | $97,732+1.8% | $83,831+18.7% | $135,380-26.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -18.87% | 1287.56%-1306.4pp | 850.99%-869.9pp | 519.81%-538.7pp |
| Employer contribution / active EE | $12,351 | $4,222+192.5% | $3,631+240.1% | $4,779+158.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |