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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 | $149,032 | $105,866+40.8% | $90,766+64.2% | $134,545+10.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -34.47% | -10.99%-23.5pp | -12.16%-22.3pp | 418.37%-452.8pp |
| Employer contribution / active EE | $2,862 | $3,464-17.4% | $2,922-2.0% | $4,742-39.6% |
| Participant deferral / active EE | $8,732 | $5,217+67.4% | $4,565+91.3% | $6,401+36.4% |
| Admin fee / account holder | $14 | $13,938-99.9% | $8,446-99.8% | $11,431-99.9% |