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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 | $180,079 | $147,556+22.0% | $129,031+39.6% | $198,609-9.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -3.10% | 37.41%-40.5pp | 34.67%-37.8pp | 202.70%-205.8pp |
| Employer contribution / active EE | $720 | $3,645-80.2% | $3,226-77.7% | $5,055-85.8% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |