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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 | $95,753 | $183,539-47.8% | $155,556-38.4% | $145,897-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.78% | 61.31%-68.1pp | 64.84%-71.6pp | 552.29%-559.1pp |
| Employer contribution / active EE | $10,847 | $5,315+104.1% | $4,675+132.0% | $4,663+132.6% |
| Participant deferral / active EE | $24,150 | $6,467+273.4% | $5,631+328.9% | $6,689+261.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |