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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 | $54,903 | $138,075-60.2% | $123,552-55.6% | $135,379-59.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.76% | 153.70%-168.5pp | 119.20%-134.0pp | 519.79%-534.6pp |
| Employer contribution / active EE | $4,922 | $5,152-4.5% | $4,628+6.4% | $4,779+3.0% |
| Participant deferral / active EE | $13,276 | $6,800+95.3% | $6,426+106.6% | $5,609+136.7% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |