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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 | $113,905 | $167,362-31.9% | $143,799-20.8% | $134,532-15.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.77% | 0.47%-26.2pp | -0.04%-25.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $9,906 | $5,620+76.2% | $4,952+100.0% | $4,741+108.9% |
| Participant deferral / active EE | $10,637 | $6,447+65.0% | $5,638+88.6% | $6,401+66.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |