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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 | $164,632 | $167,353-1.6% | $143,797+14.5% | $134,545+22.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.23% | 0.48%-24.7pp | -0.04%-24.2pp | 418.37%-442.6pp |
| Employer contribution / active EE | $9,592 | $5,620+70.7% | $4,952+93.7% | $4,742+102.3% |
| Participant deferral / active EE | $6,537 | $6,447+1.4% | $5,638+15.9% | $6,401+2.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |