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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 | $66,037 | $67,372-2.0% | $60,906+8.4% | $134,532-50.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.14% | 50.05%-71.2pp | 16.94%-38.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $5,646 | $3,099+82.2% | $2,703+108.9% | $4,741+19.1% |
| Participant deferral / active EE | $8,876 | $4,532+95.8% | $3,814+132.7% | $6,401+38.7% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |