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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 | $145,162 | $142,392+1.9% | $119,622+21.4% | $134,532+7.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.41% | -12.46%-13.9pp | -14.98%-11.4pp | 418.27%-444.7pp |
| Employer contribution / active EE | $12,559 | $5,224+140.4% | $4,232+196.7% | $4,741+164.9% |
| Participant deferral / active EE | $8,674 | $6,467+34.1% | $5,601+54.9% | $6,401+35.5% |
| Admin fee / account holder | $73 | $13,593-99.5% | $10,328-99.3% | $11,429-99.4% |