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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 | $128,484 | $118,877+8.1% | $96,570+33.0% | $167,536-23.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.11% | 50.50%-49.4pp | 37.79%-36.7pp | 478.82%-477.7pp |
| Employer contribution / active EE | $4,146 | $3,121+32.9% | $2,357+75.9% | $4,839-14.3% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $190 | $8,069-97.6% | $6,182-96.9% | $12,315-98.5% |