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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 | $89,756 | $82,324+9.0% | $68,803+30.5% | $134,545-33.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -26.80% | -2.17%-24.6pp | -6.37%-20.4pp | 418.37%-445.2pp |
| Employer contribution / active EE | $15,627 | $3,302+373.3% | $2,656+488.4% | $4,742+229.6% |
| Participant deferral / active EE | $23,964 | $4,740+405.6% | $3,942+507.9% | $6,401+274.4% |
| Admin fee / account holder | $279 | $6,485-95.7% | $4,936-94.3% | $11,431-97.6% |