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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 | $147,599 | $167,362-11.8% | $143,799+2.6% | $134,532+9.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.49% | 0.47%-22.0pp | -0.04%-21.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $5,445 | $5,620-3.1% | $4,952+10.0% | $4,741+14.8% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |