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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 | $242,543 | $172,111+40.9% | $150,298+61.4% | $137,256+76.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -1.82% | 69.37%-71.2pp | 62.79%-64.6pp | 220.34%-222.2pp |
| Employer contribution / active EE | $3,952 | $4,636-14.8% | $4,154-4.9% | $4,156-4.9% |
| Participant deferral / active EE | $12,000 | $6,166+94.6% | $5,453+120.1% | $6,407+87.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |