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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 | $244,626 | $127,387+92.0% | $115,038+112.6% | $125,389+95.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.17% | 31.28%-38.4pp | 26.14%-33.3pp | 282.24%-289.4pp |
| Employer contribution / active EE | $12,699 | $5,166+145.8% | $4,608+175.6% | $4,866+161.0% |
| Participant deferral / active EE | $8,450 | $6,423+31.6% | $6,026+40.2% | $5,352+57.9% |
| Admin fee / account holder | $242 | $9,516-97.5% | $8,175-97.0% | $9,541-97.5% |