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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 | $105,807 | $168,635-37.3% | $147,617-28.3% | $125,389-15.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.79% | 77.65%-82.4pp | 61.98%-66.8pp | 282.24%-287.0pp |
| Employer contribution / active EE | $14,939 | $6,252+138.9% | $5,564+168.5% | $4,866+207.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |