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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 | $192,731 | $154,365+24.9% | $130,231+48.0% | $139,466+38.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -0.60% | 30.53%-31.1pp | 38.86%-39.5pp | 373.66%-374.3pp |
| Employer contribution / active EE | $2,700 | $5,170-47.8% | $4,126-34.6% | $4,754-43.2% |
| Participant deferral / active EE | $3,375 | $8,498-60.3% | $6,799-50.4% | $6,712-49.7% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,409-100.0% |