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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 | $135,180 | $105,861+27.7% | $90,756+48.9% | $134,509+0.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.72% | -10.99%-9.7pp | -12.16%-8.6pp | 418.13%-438.9pp |
| Employer contribution / active EE | $1,808 | $3,463-47.8% | $2,922-38.1% | $4,741-61.9% |
| Participant deferral / active EE | $6,711 | $5,217+28.6% | $4,565+47.0% | $6,400+4.9% |
| Admin fee / account holder | $74 | $13,938-99.5% | $8,445-99.1% | $11,427-99.4% |