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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 | $81,095 | $209,336-61.3% | $197,124-58.9% | $137,256-40.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -9.41% | 48.09%-57.5pp | 44.34%-53.8pp | 220.34%-229.8pp |
| Employer contribution / active EE | $4,443 | $6,591-32.6% | $6,227-28.7% | $4,156+6.9% |
| Participant deferral / active EE | $6,449 | $9,614-32.9% | $9,135-29.4% | $6,407+0.7% |
| Admin fee / account holder | $124 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |