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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 | $67,587 | $180,459-62.5% | $154,108-56.1% | $135,380-50.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.45% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $7,877 | $6,035+30.5% | $5,298+48.7% | $4,779+64.8% |
| Participant deferral / active EE | $6,236 | $5,806+7.4% | $5,081+22.7% | $5,609+11.2% |
| Admin fee / account holder | $13 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |