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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 | $194,863 | $124,314+56.8% | $109,163+78.5% | $167,518+16.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -2.57% | 26.04%-28.6pp | 25.75%-28.3pp | 478.71%-481.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |