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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 | $108,998 | $167,353-34.9% | $143,797-24.2% | $134,545-19.0% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -26.07% | 0.48%-26.5pp | -0.04%-26.0pp | 418.37%-444.4pp |
| Employer contribution / active EE | $2,902 | $5,620-48.4% | $4,952-41.4% | $4,742-38.8% |
| Participant deferral / active EE | $7,430 | $6,447+15.2% | $5,638+31.8% | $6,401+16.1% |
| Admin fee / account holder | $51 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |