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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 | $27,951 | $210,698-86.7% | $178,014-84.3% | $145,959-80.9% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -1.26% | 386.27%-387.5pp | 294.80%-296.1pp | 561.95%-563.2pp |
| Employer contribution / active EE | $12,564 | $4,567+175.1% | $3,950+218.1% | $4,661+169.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23 | $12,016-99.8% | $10,362-99.8% | $13,398-99.8% |