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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 | $128,286 | $167,353-23.3% | $143,797-10.8% | $134,545-4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.16% | 0.48%-26.6pp | -0.04%-26.1pp | 418.37%-444.5pp |
| Employer contribution / active EE | $6,133 | $5,620+9.1% | $4,952+23.8% | $4,742+29.4% |
| Participant deferral / active EE | $5,450 | $6,447-15.5% | $5,638-3.3% | $6,401-14.9% |
| Admin fee / account holder | $265 | $18,096-98.5% | $14,679-98.2% | $11,431-97.7% |