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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 | $57,388 | $160,028-64.1% | $147,080-61.0% | $145,884-60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.64% | 98.60%-96.0pp | 420.17%-417.5pp | 551.85%-549.2pp |
| Employer contribution / active EE | $5,427 | $5,286+2.7% | $4,933+10.0% | $4,662+16.4% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |