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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 | $96,858 | $167,352-42.1% | $143,788-32.6% | $134,509-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.35% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $3,809 | $5,620-32.2% | $4,952-23.1% | $4,741-19.6% |
| Participant deferral / active EE | $4,791 | $6,447-25.7% | $5,638-15.0% | $6,400-25.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |