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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 | $148,001 | $149,754-1.2% | $118,934+24.4% | $158,931-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -10.49% | 19.95%-30.4pp | 35.88%-46.4pp | 302.86%-313.4pp |
| Employer contribution / active EE | $1,350 | $4,116-67.2% | $3,263-58.6% | $4,761-71.6% |
| Participant deferral / active EE | $13,000 | $5,224+148.8% | $4,265+204.8% | $5,982+117.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |