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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 | $99,633 | $167,352-40.5% | $143,788-30.7% | $134,509-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.37% | 0.47%-38.8pp | -0.03%-38.3pp | 418.13%-456.5pp |
| Employer contribution / active EE | $11,105 | $5,620+97.6% | $4,952+124.3% | $4,741+134.3% |
| Participant deferral / active EE | $9,874 | $6,447+53.2% | $5,638+75.1% | $6,400+54.3% |
| Admin fee / account holder | $86 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |