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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 | $193,054 | $167,352+15.4% | $143,788+34.3% | $134,509+43.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.0pp |
| Employer contribution / active EE | $6,127 | $5,620+9.0% | $4,952+23.7% | $4,741+29.2% |
| Participant deferral / active EE | $7,136 | $6,447+10.7% | $5,638+26.6% | $6,400+11.5% |
| Admin fee / account holder | $42 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |