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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 | $127,265 | $99,053+28.5% | $88,179+44.3% | $138,895-8.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | -21.98% | 78.17%-100.2pp | 64.97%-87.0pp | 145.39%-167.4pp |
| Employer contribution / active EE | $9,409 | $2,882+226.5% | $2,549+269.1% | $4,194+124.3% |
| Participant deferral / active EE | $7,107 | $5,225+36.0% | $4,614+54.0% | $6,396+11.1% |
| Admin fee / account holder | $250 | $8,748-97.1% | $7,673-96.7% | $12,562-98.0% |