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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 | $119,379 | $131,835-9.4% | $108,582+9.9% | $273,972-56.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.97% | -91.57%+88.6pp | -51.70%+48.7pp | 41.46%-44.4pp |
| Employer contribution / active EE | $15,213 | $4,913+209.7% | $3,758+304.8% | $4,869+212.5% |
| Participant deferral / active EE | $10,135 | $5,127+97.7% | $4,311+135.1% | $5,287+91.7% |
| Admin fee / account holder | $201 | $10,253-98.0% | $7,645-97.4% | $10,133-98.0% |