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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 | $55,256 | $101,063-45.3% | $81,473-32.2% | $147,586-62.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -0.12% | 32.41%-32.5pp | 38.78%-38.9pp | 578.59%-578.7pp |
| Employer contribution / active EE | $12,852 | $3,206+300.9% | $2,568+400.5% | $4,876+163.5% |
| Participant deferral / active EE | $21,000 | $4,242+395.0% | $3,537+493.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |