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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 | $126,714 | $215,361-41.2% | $171,082-25.9% | $273,972-53.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -4.42% | 25.14%-29.6pp | 32.56%-37.0pp | 41.46%-45.9pp |
| Employer contribution / active EE | $7,500 | $4,967+51.0% | $4,002+87.4% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |