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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 | $100,476 | $117,846-14.7% | $102,434-1.9% | $145,884-31.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -9.16% | 31.90%-41.1pp | 29.46%-38.6pp | 551.85%-561.0pp |
| Employer contribution / active EE | $2,148 | $3,615-40.6% | $3,023-29.0% | $4,662-53.9% |
| Participant deferral / active EE | $6,879 | $5,733+20.0% | $5,055+36.1% | $6,690+2.8% |
| Admin fee / account holder | $134 | $13,356-99.0% | $9,462-98.6% | $13,392-99.0% |