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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 | $89,910 | $167,353-46.3% | $143,797-37.5% | $134,545-33.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.27% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,239 | $5,620-60.2% | $4,952-54.8% | $4,742-52.8% |
| Participant deferral / active EE | $3,164 | $6,447-50.9% | $5,638-43.9% | $6,401-50.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |