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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 | $127,970 | $167,362-23.5% | $143,799-11.0% | $134,532-4.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -40.57% | 0.47%-41.0pp | -0.04%-40.5pp | 418.27%-458.8pp |
| Employer contribution / active EE | $1,546 | $5,620-72.5% | $4,952-68.8% | $4,741-67.4% |
| Participant deferral / active EE | $7,707 | $6,447+19.5% | $5,638+36.7% | $6,401+20.4% |
| Admin fee / account holder | $186 | $18,094-99.0% | $14,677-98.7% | $11,429-98.4% |