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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 | $149,399 | $167,353-10.7% | $143,797+3.9% | $134,545+11.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.90% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,700 | $5,620-69.8% | $4,952-65.7% | $4,742-64.2% |
| Participant deferral / active EE | $5,580 | $6,447-13.5% | $5,638-1.0% | $6,401-12.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |