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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 | $206,754 | $152,651+35.4% | $105,218+96.5% | $125,389+64.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -14.72% | 8.24%-23.0pp | 5.33%-20.1pp | 282.24%-297.0pp |
| Employer contribution / active EE | $25,219 | $4,802+425.2% | $3,255+674.7% | $4,866+418.3% |
| Participant deferral / active EE | $0 | $6,660-100.0% | $4,867-100.0% | $5,352-100.0% |
| Admin fee / account holder | $26 | $14,248-99.8% | $6,992-99.6% | $9,541-99.7% |