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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 | $124,305 | $211,946-41.4% | $169,452-26.6% | $135,379-8.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.53% | 3.26%-12.8pp | 1.83%-11.4pp | 519.79%-529.3pp |
| Employer contribution / active EE | $7,196 | $5,117+40.6% | $4,157+73.1% | $4,779+50.6% |
| Participant deferral / active EE | $17,154 | $6,075+182.3% | $5,277+225.1% | $5,609+205.8% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |