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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 | $112,494 | $176,105-36.1% | $159,474-29.5% | $167,536-32.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.72% | 331.91%-337.6pp | 263.68%-269.4pp | 478.82%-484.5pp |
| Employer contribution / active EE | $5,033 | $5,299-5.0% | $4,831+4.2% | $4,839+4.0% |
| Participant deferral / active EE | $15,600 | $7,751+101.3% | $7,353+112.2% | $6,342+146.0% |
| Admin fee / account holder | $200 | $12,559-98.4% | $10,802-98.1% | $12,315-98.4% |