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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 | $61,654 | $167,323-63.2% | $143,770-57.1% | $134,493-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.42% | 0.47%-26.9pp | -0.04%-26.4pp | 418.01%-444.4pp |
| Employer contribution / active EE | $10,817 | $5,619+92.5% | $4,951+118.5% | $4,740+128.2% |
| Participant deferral / active EE | $9,935 | $6,446+54.1% | $5,638+76.2% | $6,400+55.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |