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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 | $185,422 | $133,981+38.4% | $112,249+65.2% | $134,532+37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.15% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $21,167 | $4,040+424.0% | $3,636+482.1% | $4,741+346.5% |
| Participant deferral / active EE | $20,862 | $5,292+294.2% | $4,729+341.2% | $6,401+225.9% |
| Admin fee / account holder | $111 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |