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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 | $104,738 | $167,323-37.4% | $143,770-27.1% | $134,493-22.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.87% | 0.47%-33.3pp | -0.04%-32.8pp | 418.01%-450.9pp |
| Employer contribution / active EE | $6,811 | $5,619+21.2% | $4,951+37.6% | $4,740+43.7% |
| Participant deferral / active EE | $4,925 | $6,446-23.6% | $5,638-12.6% | $6,400-23.0% |
| Admin fee / account holder | $293 | $18,088-98.4% | $14,673-98.0% | $11,425-97.4% |