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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 | $81,226 | $142,409-43.0% | $119,634-32.1% | $134,545-39.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -29.95% | -12.46%-17.5pp | -14.98%-15.0pp | 418.37%-448.3pp |
| Employer contribution / active EE | $11,988 | $5,224+129.5% | $4,232+183.2% | $4,742+152.8% |
| Participant deferral / active EE | $7,056 | $6,468+9.1% | $5,601+26.0% | $6,401+10.2% |
| Admin fee / account holder | $157 | $13,594-98.8% | $10,329-98.5% | $11,431-98.6% |