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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 | $158,998 | $167,503-5.1% | $151,627+4.9% | $134,493+18.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.85% | 7.80%-53.6pp | 3.33%-49.2pp | 418.01%-463.9pp |
| Employer contribution / active EE | $2,444 | $6,829-64.2% | $6,166-60.4% | $4,740-48.4% |
| Participant deferral / active EE | $15,833 | $8,985+76.2% | $8,363+89.3% | $6,400+147.4% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |