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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 | $68,686 | $167,353-59.0% | $143,797-52.2% | $134,545-48.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.43% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $21,554 | $5,620+283.5% | $4,952+335.2% | $4,742+354.6% |
| Participant deferral / active EE | $10,715 | $6,447+66.2% | $5,638+90.0% | $6,401+67.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |