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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 | $162,541 | $167,353-2.9% | $143,797+13.0% | $134,545+20.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.24% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,355 | $5,620-58.1% | $4,952-52.4% | $4,742-50.3% |
| Participant deferral / active EE | $13,370 | $6,447+107.4% | $5,638+137.1% | $6,401+108.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |