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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 | $50,055 | $114,013-56.1% | $103,693-51.7% | $155,188-67.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 0.00% | 49.31%-49.3pp | 47.61%-47.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,097 | $3,131-33.0% | $2,920-28.2% | $4,248-50.6% |
| Participant deferral / active EE | $7,487 | $4,970+50.6% | $4,579+63.5% | $6,531+14.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |