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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 | $62,799 | $160,040-60.8% | $147,096-57.3% | $145,877-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.69% | 98.49%-95.8pp | 419.75%-417.1pp | 551.28%-548.6pp |
| Employer contribution / active EE | $15,116 | $5,289+185.8% | $4,936+206.3% | $4,663+224.2% |
| Participant deferral / active EE | $10,207 | $8,429+21.1% | $8,071+26.5% | $6,691+52.6% |
| Admin fee / account holder | $21 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |