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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 | $137,822 | $167,362-17.7% | $143,799-4.2% | $134,532+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.30% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $9,820 | $5,620+74.7% | $4,952+98.3% | $4,741+107.1% |
| Participant deferral / active EE | $4,641 | $6,447-28.0% | $5,638-17.7% | $6,401-27.5% |
| Admin fee / account holder | $130 | $18,094-99.3% | $14,677-99.1% | $11,429-98.9% |