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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 | $137,801 | $158,817-13.2% | $121,205+13.7% | $135,377+1.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -11.70% | -0.64%-11.1pp | 16.93%-28.6pp | 519.75%-531.5pp |
| Employer contribution / active EE | $2,208 | $5,665-61.0% | $4,022-45.1% | $4,779-53.8% |
| Participant deferral / active EE | $3,700 | $4,005-7.6% | $3,345+10.6% | $5,609-34.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,020-100.0% | $10,828-100.0% |