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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 | $19,241 | $78,694-75.5% | $67,652-71.6% | $125,389-84.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -4.32% | 9.46%-13.8pp | 6625.40%-6629.7pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,150 | $3,044-29.4% | $2,266-5.1% | $4,866-55.8% |
| Participant deferral / active EE | $4,902 | $4,292+14.2% | $3,560+37.7% | $5,352-8.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |