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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 | $100,507 | $167,352-39.9% | $143,788-30.1% | $134,509-25.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.34% | 0.47%-22.8pp | -0.03%-22.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $3,379 | $5,620-39.9% | $4,952-31.8% | $4,741-28.7% |
| Participant deferral / active EE | $11,547 | $6,447+79.1% | $5,638+104.8% | $6,400+80.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |