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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 | $65,508 | $71,872-8.9% | $86,691-24.4% | $68,495-4.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.02% | 3.53%-22.6pp | 35.94%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,218 | $2,173+2.1% | $2,837-21.8% | $2,596-14.6% |
| Participant deferral / active EE | $4,968 | $3,779+31.5% | $4,656+6.7% | $4,028+23.4% |
| Admin fee / account holder | -$115 | $6,112-101.9% | $7,492-101.5% | $5,403-102.1% |