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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 | $75,667 | $142,361-46.8% | $119,608-36.7% | $134,509-43.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | -12.46%-8.0pp | -14.98%-5.5pp | 418.13%-438.6pp |
| Employer contribution / active EE | $10,837 | $5,224+107.5% | $4,232+156.1% | $4,741+128.6% |
| Participant deferral / active EE | $9,249 | $6,468+43.0% | $5,601+65.1% | $6,400+44.5% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |