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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 | $174,544 | $167,352+4.3% | $143,788+21.4% | $134,509+29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.39% | 0.47%-25.9pp | -0.03%-25.4pp | 418.13%-443.5pp |
| Employer contribution / active EE | $3,089 | $5,620-45.0% | $4,952-37.6% | $4,741-34.8% |
| Participant deferral / active EE | $7,667 | $6,447+18.9% | $5,638+36.0% | $6,400+19.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |