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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 | $195,227 | $185,883+5.0% | $170,043+14.8% | $139,466+40.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -35.08% | 60.54%-95.6pp | 53.40%-88.5pp | 373.66%-408.7pp |
| Employer contribution / active EE | $11,348 | $7,596+49.4% | $6,790+67.1% | $4,754+138.7% |
| Participant deferral / active EE | $20,914 | $11,626+79.9% | $10,410+100.9% | $6,712+211.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |