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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 | $137,019 | $167,362-18.1% | $143,799-4.7% | $134,532+1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.57% | 0.47%-23.0pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $11,760 | $5,620+109.2% | $4,952+137.5% | $4,741+148.0% |
| Participant deferral / active EE | $10,995 | $6,447+70.5% | $5,638+95.0% | $6,401+71.8% |
| Admin fee / account holder | $136 | $18,094-99.2% | $14,677-99.1% | $11,429-98.8% |