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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 | $89,711 | $167,362-46.4% | $143,799-37.6% | $134,532-33.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.63% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $22,107 | $5,620+293.3% | $4,952+346.4% | $4,741+366.3% |
| Participant deferral / active EE | $11,221 | $6,447+74.0% | $5,638+99.0% | $6,401+75.3% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |