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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 | $99,942 | $95,917+4.2% | $79,583+25.6% | $134,545-25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.85% | -2.70%-19.1pp | 0.16%-22.0pp | 418.37%-440.2pp |
| Employer contribution / active EE | $16,179 | $3,129+417.0% | $2,414+570.3% | $4,742+241.2% |
| Participant deferral / active EE | $9,987 | $4,694+112.8% | $3,986+150.6% | $6,401+56.0% |
| Admin fee / account holder | $5 | $9,132-100.0% | $6,835-99.9% | $11,431-100.0% |