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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 | $87,863 | $167,362-47.5% | $143,799-38.9% | $134,532-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.42% | 0.47%-25.9pp | -0.04%-25.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $7,014 | $5,620+24.8% | $4,952+41.6% | $4,741+47.9% |
| Participant deferral / active EE | $3,764 | $6,447-41.6% | $5,638-33.2% | $6,401-41.2% |
| Admin fee / account holder | $279 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |