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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 | $120,229 | $167,352-28.2% | $143,788-16.4% | $134,509-10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.61% | 0.47%-40.1pp | -0.03%-39.6pp | 418.13%-457.7pp |
| Employer contribution / active EE | $15,083 | $5,620+168.4% | $4,952+204.6% | $4,741+218.2% |
| Participant deferral / active EE | $15,167 | $6,447+135.2% | $5,638+169.0% | $6,400+137.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |