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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 | $184,068 | $212,386-13.3% | $199,883-7.9% | $138,895+32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -2.18% | 47.75%-49.9pp | 43.81%-46.0pp | 145.39%-147.6pp |
| Employer contribution / active EE | $4,103 | $6,625-38.1% | $6,261-34.5% | $4,194-2.2% |
| Participant deferral / active EE | $7,072 | $9,617-26.5% | $9,138-22.6% | $6,396+10.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |