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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 | $55,181 | $138,076-60.0% | $123,553-55.3% | $135,380-59.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.77% | 153.70%-173.5pp | 119.21%-139.0pp | 519.81%-539.6pp |
| Employer contribution / active EE | $5,274 | $5,152+2.4% | $4,628+14.0% | $4,779+10.4% |
| Participant deferral / active EE | $6,736 | $6,800-0.9% | $6,426+4.8% | $5,609+20.1% |
| Admin fee / account holder | $172 | $10,917-98.4% | $9,284-98.2% | $10,828-98.4% |