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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 | $158,044 | $167,522-5.7% | $151,639+4.2% | $134,532+17.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.53% | 7.81%-31.3pp | 3.34%-26.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $19,437 | $6,828+184.7% | $6,165+215.3% | $4,741+310.0% |
| Participant deferral / active EE | $19,328 | $8,986+115.1% | $8,363+131.1% | $6,401+202.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |