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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 | $185,186 | $197,637-6.3% | $177,848+4.1% | $158,982+16.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -22.54% | 58.77%-81.3pp | 48.33%-70.9pp | 302.99%-325.5pp |
| Employer contribution / active EE | $11,338 | $6,698+69.3% | $5,919+91.6% | $4,763+138.0% |
| Participant deferral / active EE | $18,094 | $8,405+115.3% | $7,714+134.6% | $5,983+202.4% |
| Admin fee / account holder | $25 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |