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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 | $112,031 | $131,829-15.0% | $108,579+3.2% | $273,965-59.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.92% | -91.57%+93.5pp | -51.70%+53.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $4,785 | $4,912-2.6% | $3,758+27.3% | $4,869-1.7% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |