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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 | $61,942 | $160,040-61.3% | $147,096-57.9% | $145,877-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.55% | 98.49%-100.0pp | 419.75%-421.3pp | 551.28%-552.8pp |
| Employer contribution / active EE | $2,973 | $5,289-43.8% | $4,936-39.8% | $4,663-36.3% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |