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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 | $81,259 | $124,425-34.7% | $112,040-27.5% | $137,256-40.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -38.24% | 24.72%-63.0pp | 24.52%-62.8pp | 220.34%-258.6pp |
| Employer contribution / active EE | $3,963 | $3,411+16.2% | $2,954+34.2% | $4,156-4.6% |
| Participant deferral / active EE | $10,558 | $5,718+84.6% | $5,098+107.1% | $6,407+64.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |