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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 | $183,388 | $162,136+13.1% | $152,301+20.4% | $154,746+18.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -2.23% | 91.02%-93.2pp | 80.50%-82.7pp | 172.34%-174.6pp |
| Employer contribution / active EE | $30,596 | $4,890+525.6% | $4,624+561.6% | $4,379+598.7% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |