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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 | $158,947 | $93,098+70.7% | $77,081+106.2% | $134,509+18.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.45% | 62.63%-87.1pp | 42.33%-66.8pp | 418.13%-442.6pp |
| Employer contribution / active EE | $26,700 | $3,419+680.9% | $2,813+849.0% | $4,741+463.2% |
| Participant deferral / active EE | $4,200 | $5,239-19.8% | $4,428-5.1% | $6,400-34.4% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |