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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 | $76,276 | $75,935+0.4% | $60,547+26.0% | $125,389-39.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.19% | -5.38%+1.2pp | 335.64%-339.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $6,222 | $3,438+81.0% | $2,419+157.2% | $4,866+27.9% |
| Participant deferral / active EE | $5,423 | $4,506+20.3% | $3,328+63.0% | $5,352+1.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |