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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 | $176,430 | $167,522+5.3% | $151,639+16.3% | $134,532+31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.77% | 7.81%-39.6pp | 3.34%-35.1pp | 418.27%-450.0pp |
| Employer contribution / active EE | $12,054 | $6,828+76.5% | $6,165+95.5% | $4,741+154.2% |
| Participant deferral / active EE | $11,126 | $8,986+23.8% | $8,363+33.0% | $6,401+73.8% |
| Admin fee / account holder | $15 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |