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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 | $81,444 | $176,105-53.8% | $159,474-48.9% | $167,536-51.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.62% | 331.91%-334.5pp | 263.68%-266.3pp | 478.82%-481.4pp |
| Employer contribution / active EE | $12,458 | $5,299+135.1% | $4,831+157.9% | $4,839+157.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |