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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 | $188,229 | $180,459+4.3% | $154,108+22.1% | $135,380+39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.93% | 888.21%-902.1pp | 735.21%-749.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $17,054 | $6,035+182.6% | $5,298+221.9% | $4,779+256.9% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |