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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 | $215,560 | $167,522+28.7% | $151,639+42.2% | $134,532+60.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.53% | 7.81%-29.3pp | 3.34%-24.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $5,269 | $6,828-22.8% | $6,165-14.5% | $4,741+11.1% |
| Participant deferral / active EE | $12,363 | $8,986+37.6% | $8,363+47.8% | $6,401+93.1% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |