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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 | $184,551 | $142,392+29.6% | $119,622+54.3% | $134,532+37.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.55% | -12.46%-12.1pp | -14.98%-9.6pp | 418.27%-442.8pp |
| Employer contribution / active EE | $8,586 | $5,224+64.4% | $4,232+102.9% | $4,741+81.1% |
| Participant deferral / active EE | $6,608 | $6,467+2.2% | $5,601+18.0% | $6,401+3.2% |
| Admin fee / account holder | $189 | $13,593-98.6% | $10,328-98.2% | $11,429-98.3% |