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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 | $181,871 | $167,362+8.7% | $143,799+26.5% | $134,532+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.12% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,082 | $5,620-45.2% | $4,952-37.8% | $4,741-35.0% |
| Participant deferral / active EE | $5,674 | $6,447-12.0% | $5,638+0.6% | $6,401-11.4% |
| Admin fee / account holder | $215 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |