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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 | $124,391 | $142,409-12.7% | $119,634+4.0% | $134,545-7.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.93% | -12.46%-8.5pp | -14.98%-5.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,103 | $5,224-59.7% | $4,232-50.3% | $4,742-55.6% |
| Participant deferral / active EE | $4,187 | $6,468-35.3% | $5,601-25.3% | $6,401-34.6% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |