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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 | $119,330 | $167,353-28.7% | $143,797-17.0% | $134,545-11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.29% | 0.48%-28.8pp | -0.04%-28.2pp | 418.37%-446.7pp |
| Employer contribution / active EE | $2,933 | $5,620-47.8% | $4,952-40.8% | $4,742-38.1% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |