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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 | $207,661 | $176,105+17.9% | $159,474+30.2% | $167,536+24.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.69% | 331.91%-334.6pp | 263.68%-266.4pp | 478.82%-481.5pp |
| Employer contribution / active EE | $2,645 | $5,299-50.1% | $4,831-45.2% | $4,839-45.3% |
| Participant deferral / active EE | $23,155 | $7,751+198.7% | $7,353+214.9% | $6,342+265.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |