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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 | $48,200 | $209,405-77.0% | $178,486-73.0% | $158,931-69.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.84% | 188.77%-196.6pp | 151.08%-158.9pp | 302.86%-310.7pp |
| Employer contribution / active EE | $3,279 | $5,707-42.5% | $5,011-34.6% | $4,761-31.1% |
| Participant deferral / active EE | $7,583 | $5,954+27.4% | $5,202+45.8% | $5,982+26.8% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |