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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 | $199,932 | $167,353+19.5% | $143,797+39.0% | $134,545+48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.76% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,375 | $5,620-75.5% | $4,952-72.2% | $4,742-71.0% |
| Participant deferral / active EE | $8,850 | $6,447+37.3% | $5,638+57.0% | $6,401+38.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |