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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 | $127,762 | $167,362-23.7% | $143,799-11.2% | $134,532-5.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.89% | 0.47%-29.4pp | -0.04%-28.8pp | 418.27%-447.2pp |
| Employer contribution / active EE | $7,952 | $5,620+41.5% | $4,952+60.6% | $4,741+67.7% |
| Participant deferral / active EE | $16,326 | $6,447+153.2% | $5,638+189.6% | $6,401+155.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |