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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 | $186,858 | $100,970+85.1% | $96,576+93.5% | $137,256+36.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -10.93% | 38.16%-49.1pp | 38.47%-49.4pp | 220.34%-231.3pp |
| Employer contribution / active EE | $8,191 | $3,809+115.0% | $3,553+130.5% | $4,156+97.1% |
| Participant deferral / active EE | $10,250 | $8,286+23.7% | $7,956+28.8% | $6,407+60.0% |
| Admin fee / account holder | $2 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |