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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 | $65,224 | $227,597-71.3% | $189,575-65.6% | $167,536-61.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.18% | 78.44%-78.6pp | 64.19%-64.4pp | 478.82%-479.0pp |
| Employer contribution / active EE | $28,811 | $5,316+442.0% | $4,412+553.0% | $4,839+495.4% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |