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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 | $33,130 | $138,072-76.0% | $123,549-73.2% | $135,382-75.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.96% | 153.69%-166.7pp | 119.20%-132.2pp | 519.77%-532.7pp |
| Employer contribution / active EE | $5,400 | $5,152+4.8% | $4,628+16.7% | $4,779+13.0% |
| Participant deferral / active EE | $11,960 | $6,799+75.9% | $6,426+86.1% | $5,609+113.2% |
| Admin fee / account holder | $185 | $10,917-98.3% | $9,284-98.0% | $10,829-98.3% |