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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 | $227,697 | $154,228+47.6% | $145,433+56.6% | $137,256+65.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -8.08% | 74.59%-82.7pp | 66.58%-74.7pp | 220.34%-228.4pp |
| Employer contribution / active EE | $2,000 | $4,804-58.4% | $4,554-56.1% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |