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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 | $234,488 | $138,075+69.8% | $123,552+89.8% | $135,379+73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.23% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $3,213 | $5,152-37.6% | $4,628-30.6% | $4,779-32.8% |
| Participant deferral / active EE | $15,796 | $6,800+132.3% | $6,426+145.8% | $5,609+181.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |