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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 | $96,805 | $168,635-42.6% | $147,617-34.4% | $125,389-22.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.94% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.2pp |
| Employer contribution / active EE | $5,643 | $6,252-9.7% | $5,564+1.4% | $4,866+16.0% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $39 | $13,580-99.7% | $11,612-99.7% | $9,541-99.6% |