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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 | $35,242 | $138,075-74.5% | $123,552-71.5% | $135,379-74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.50% | 153.70%-171.2pp | 119.20%-136.7pp | 519.79%-537.3pp |
| Employer contribution / active EE | $2,410 | $5,152-53.2% | $4,628-47.9% | $4,779-49.6% |
| Participant deferral / active EE | $11,756 | $6,800+72.9% | $6,426+83.0% | $5,609+109.6% |
| Admin fee / account holder | $254 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |