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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 | $179,964 | $197,819-9.0% | $155,789+15.5% | $125,389+43.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -13.08% | 86.73%-99.8pp | 71.54%-84.6pp | 282.24%-295.3pp |
| Employer contribution / active EE | $8,000 | $4,850+64.9% | $3,839+108.4% | $4,866+64.4% |
| Participant deferral / active EE | $2,222 | $5,631-60.5% | $4,798-53.7% | $5,352-58.5% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |