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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 | $141,427 | $133,981+5.6% | $112,249+26.0% | $134,532+5.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.35% | 47.16%-71.5pp | 27.48%-51.8pp | 418.27%-442.6pp |
| Employer contribution / active EE | $4,350 | $4,040+7.7% | $3,636+19.6% | $4,741-8.3% |
| Participant deferral / active EE | $14,336 | $5,292+170.9% | $4,729+203.2% | $6,401+124.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |