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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 | $100,095 | $100,792-0.7% | $86,691+15.5% | $134,509-25.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.86% | 29.08%-49.9pp | 35.94%-56.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $3,097 | $3,491-11.3% | $2,837+9.2% | $4,741-34.7% |
| Participant deferral / active EE | $5,311 | $5,339-0.5% | $4,656+14.1% | $6,400-17.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |