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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 | $18,425 | $110,801-83.4% | $86,615-78.7% | $167,536-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | -0.03% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $7,842 | $3,245+141.7% | $2,496+214.2% | $4,839+62.1% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5 | $8,417-99.9% | $5,830-99.9% | $12,315-100.0% |