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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 | $145,996 | $142,409+2.5% | $119,634+22.0% | $134,545+8.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.18% | -12.46%-8.7pp | -14.98%-6.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,194 | $5,224-77.1% | $4,232-71.8% | $4,742-74.8% |
| Participant deferral / active EE | $16,383 | $6,468+153.3% | $5,601+192.5% | $6,401+155.9% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |