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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 | $84,311 | $39,798+111.8% | $67,704+24.5% | $59,633+41.4% |
| Participation rate | 88.4% | 57.4%+31.0pp | 67.5%+20.9pp | 68.7%+19.7pp |
| Annual return | -3.23% | 89.94%-93.2pp | 25.41%-28.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $4,234 | $1,393+204.0% | $2,559+65.4% | $2,203+92.2% |
| Participant deferral / active EE | $7,022 | $2,335+200.7% | $3,585+95.9% | $3,192+120.0% |
| Admin fee / account holder | $210 | $3,212-93.5% | $4,255-95.1% | $4,297-95.1% |