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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 | $84,758 | $167,362-49.4% | $143,799-41.1% | $134,532-37.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.84% | 0.47%-23.3pp | -0.04%-22.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,405 | $5,620-57.2% | $4,952-51.4% | $4,741-49.3% |
| Participant deferral / active EE | $4,919 | $6,447-23.7% | $5,638-12.8% | $6,401-23.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |