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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 | $121,272 | $142,409-14.8% | $119,634+1.4% | $134,545-9.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.72% | -12.46%-8.3pp | -14.98%-5.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $18,130 | $5,224+247.0% | $4,232+328.4% | $4,742+282.4% |
| Participant deferral / active EE | $10,011 | $6,468+54.8% | $5,601+78.7% | $6,401+56.4% |
| Admin fee / account holder | $31 | $13,594-99.8% | $10,329-99.7% | $11,431-99.7% |