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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 | $82,046 | $142,392-42.4% | $119,622-31.4% | $134,532-39.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -29.14% | -12.46%-16.7pp | -14.98%-14.2pp | 418.27%-447.4pp |
| Employer contribution / active EE | $15,972 | $5,224+205.8% | $4,232+277.4% | $4,741+236.9% |
| Participant deferral / active EE | $8,253 | $6,467+27.6% | $5,601+47.4% | $6,401+28.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |