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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 | $150,238 | $180,462-16.7% | $154,111-2.5% | $135,379+11.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -11.01% | 888.17%-899.2pp | 735.18%-746.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $3,781 | $6,036-37.4% | $5,298-28.6% | $4,779-20.9% |
| Participant deferral / active EE | $6,124 | $5,806+5.5% | $5,081+20.5% | $5,609+9.2% |
| Admin fee / account holder | $211 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |