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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 | $111,725 | $167,353-33.2% | $143,797-22.3% | $134,545-17.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -25.05% | 0.48%-25.5pp | -0.04%-25.0pp | 418.37%-443.4pp |
| Employer contribution / active EE | $7,214 | $5,620+28.4% | $4,952+45.7% | $4,742+52.1% |
| Participant deferral / active EE | $13,090 | $6,447+103.0% | $5,638+132.2% | $6,401+104.5% |
| Admin fee / account holder | $113 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |