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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 | $115,721 | $152,597-24.2% | $117,533-1.5% | $134,532-14.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.17% | 53.04%-74.2pp | 29.77%-50.9pp | 418.27%-439.4pp |
| Employer contribution / active EE | $5,556 | $5,576-0.4% | $4,179+32.9% | $4,741+17.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9 | $7,007-99.9% | $5,647-99.8% | $11,429-99.9% |