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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 | $46,269 | $111,535-58.5% | $105,223-56.0% | $137,256-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.47% | 237.85%-237.4pp | 180.65%-180.2pp | 220.34%-219.9pp |
| Employer contribution / active EE | $15,599 | $3,939+296.0% | $3,689+322.9% | $4,156+275.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |