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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 | $142,705 | $167,362-14.7% | $143,799-0.8% | $134,532+6.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.27% | 0.47%-27.7pp | -0.04%-27.2pp | 418.27%-445.5pp |
| Employer contribution / active EE | $1,944 | $5,620-65.4% | $4,952-60.7% | $4,741-59.0% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |