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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 | $160,782 | $93,023+72.8% | $77,027+108.7% | $134,493+19.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.64% | 62.61%-89.3pp | 42.32%-69.0pp | 418.01%-444.7pp |
| Employer contribution / active EE | $2,662 | $3,418-22.1% | $2,813-5.3% | $4,740-43.8% |
| Participant deferral / active EE | $17,984 | $5,238+243.3% | $4,427+306.2% | $6,400+181.0% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,425-99.8% |