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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 | $144,617 | $167,362-13.6% | $143,799+0.6% | $134,532+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.00% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $4,960 | $5,620-11.8% | $4,952+0.2% | $4,741+4.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |