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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 | $68,792 | $127,387-46.0% | $115,038-40.2% | $125,389-45.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.06% | 31.28%-45.3pp | 26.14%-40.2pp | 282.24%-296.3pp |
| Employer contribution / active EE | $13,125 | $5,166+154.1% | $4,608+184.8% | $4,866+169.7% |
| Participant deferral / active EE | $14,000 | $6,423+118.0% | $6,026+132.3% | $5,352+161.6% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |