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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 | $61,029 | $118,875-48.7% | $96,572-36.8% | $167,553-63.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -0.10% | 50.50%-50.6pp | 37.79%-37.9pp | 478.89%-479.0pp |
| Employer contribution / active EE | $6,011 | $3,121+92.6% | $2,357+155.0% | $4,840+24.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $56 | $8,070-99.3% | $6,183-99.1% | $12,316-99.5% |