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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 | $83,719 | $167,533-50.0% | $151,645-44.8% | $134,545-37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.91% | 7.81%-32.7pp | 3.34%-28.2pp | 418.37%-443.3pp |
| Employer contribution / active EE | $2,975 | $6,828-56.4% | $6,165-51.8% | $4,742-37.3% |
| Participant deferral / active EE | $9,018 | $8,985+0.4% | $8,363+7.8% | $6,401+40.9% |
| Admin fee / account holder | $277 | $13,781-98.0% | $11,614-97.6% | $11,431-97.6% |