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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 | $139,018 | $176,794-21.4% | $146,647-5.2% | $167,553-17.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -11.55% | 24.04%-35.6pp | 22.75%-34.3pp | 478.89%-490.4pp |
| Employer contribution / active EE | $22,452 | $5,161+335.0% | $4,137+442.7% | $4,840+363.9% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,343+36.6% |
| Admin fee / account holder | $47 | $13,262-99.6% | $10,281-99.5% | $12,316-99.6% |