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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 | $96,477 | $167,353-42.4% | $143,797-32.9% | $134,545-28.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.90% | 0.48%-26.4pp | -0.04%-25.9pp | 418.37%-444.3pp |
| Employer contribution / active EE | $5,300 | $5,620-5.7% | $4,952+7.0% | $4,742+11.8% |
| Participant deferral / active EE | $5,784 | $6,447-10.3% | $5,638+2.6% | $6,401-9.6% |
| Admin fee / account holder | $6 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |