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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 | $154,411 | $102,638+50.4% | $81,982+88.3% | $158,982-2.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -5.00% | 61.05%-66.0pp | 41.31%-46.3pp | 302.99%-308.0pp |
| Employer contribution / active EE | $4,385 | $3,241+35.3% | $2,498+75.5% | $4,763-7.9% |
| Participant deferral / active EE | $8,631 | $4,649+85.6% | $3,722+131.9% | $5,983+44.2% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |