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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 | $24,598 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -1.88% | 74.59%-76.5pp | 66.58%-68.5pp | 220.34%-222.2pp |
| Employer contribution / active EE | $7,412 | $4,804+54.3% | $4,554+62.7% | $4,156+78.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |