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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 | $143,847 | $167,362-14.1% | $143,7990% | $134,532+6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.64% | 0.47%-29.1pp | -0.04%-28.6pp | 418.27%-446.9pp |
| Employer contribution / active EE | $4,285 | $5,620-23.8% | $4,952-13.5% | $4,741-9.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |