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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 | $83,486 | $110,278-24.3% | $95,740-12.8% | $139,466-40.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | -21.94% | 27.19%-49.1pp | 28.41%-50.4pp | 373.66%-395.6pp |
| Employer contribution / active EE | $2,554 | $3,260-21.7% | $2,836-9.9% | $4,754-46.3% |
| Participant deferral / active EE | $5,914 | $4,674+26.5% | $4,244+39.3% | $6,712-11.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |