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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 | $111,309 | $167,352-33.5% | $143,788-22.6% | $134,509-17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.35% | 0.47%-22.8pp | -0.03%-22.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $14,459 | $5,620+157.3% | $4,952+192.0% | $4,741+205.0% |
| Participant deferral / active EE | $9,965 | $6,447+54.6% | $5,638+76.8% | $6,400+55.7% |
| Admin fee / account holder | $133 | $18,091-99.3% | $14,675-99.1% | $11,427-98.8% |