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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 | $53,217 | $138,076-61.5% | $123,553-56.9% | $135,380-60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.31% | 153.70%-171.0pp | 119.21%-136.5pp | 519.81%-537.1pp |
| Employer contribution / active EE | $12,818 | $5,152+148.8% | $4,628+177.0% | $4,779+168.2% |
| Participant deferral / active EE | $11,500 | $6,800+69.1% | $6,426+79.0% | $5,609+105.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |