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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 | $181,884 | $142,409+27.7% | $119,634+52.0% | $134,545+35.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.28% | -12.46%-7.8pp | -14.98%-5.3pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,660 | $5,224-68.2% | $4,232-60.8% | $4,742-65.0% |
| Participant deferral / active EE | $5,871 | $6,468-9.2% | $5,601+4.8% | $6,401-8.3% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |