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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 | $142,358+2.6% | $119,615+22.1% | $134,493+8.6% |
| 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 | 418.01%-439.2pp |
| Employer contribution / active EE | $1,194 | $5,223-77.1% | $4,232-71.8% | $4,740-74.8% |
| Participant deferral / active EE | $16,383 | $6,470+153.2% | $5,602+192.4% | $6,400+156.0% |
| Admin fee / account holder | $20 | $13,585-99.9% | $10,324-99.8% | $11,425-99.8% |