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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 | $206,374 | $142,409+44.9% | $119,634+72.5% | $134,545+53.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -57.94% | -12.46%-45.5pp | -14.98%-43.0pp | 418.37%-476.3pp |
| Employer contribution / active EE | $61,000 | $5,224+1067.6% | $4,232+1341.3% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |