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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 | $182,404 | $133,981+36.1% | $112,249+62.5% | $134,532+35.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.21% | 47.16%-70.4pp | 27.48%-50.7pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,281 | $4,040-43.5% | $3,636-37.3% | $4,741-51.9% |
| Participant deferral / active EE | $9,090 | $5,292+71.8% | $4,729+92.2% | $6,401+42.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |