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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 | $234,049 | $167,353+39.9% | $143,797+62.8% | $134,545+74.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.92% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $6,624 | $5,620+17.9% | $4,952+33.8% | $4,742+39.7% |
| Participant deferral / active EE | $7,832 | $6,447+21.5% | $5,638+38.9% | $6,401+22.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |