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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 | $42,589 | $138,076-69.2% | $123,553-65.5% | $135,380-68.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.97% | 153.70%-164.7pp | 119.21%-130.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $3,760 | $5,152-27.0% | $4,628-18.8% | $4,779-21.3% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |