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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 | $84,492 | $167,353-49.5% | $143,797-41.2% | $134,545-37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.21% | 0.48%-29.7pp | -0.04%-29.2pp | 418.37%-447.6pp |
| Employer contribution / active EE | $5,125 | $5,620-8.8% | $4,952+3.5% | $4,742+8.1% |
| Participant deferral / active EE | $6,223 | $6,447-3.5% | $5,638+10.4% | $6,401-2.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |