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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 | $167,353-37.4% | $143,797-27.2% | $134,545-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.87% | 0.48%-33.4pp | -0.04%-32.8pp | 418.37%-451.2pp |
| Employer contribution / active EE | $6,811 | $5,620+21.2% | $4,952+37.5% | $4,742+43.6% |
| Participant deferral / active EE | $4,925 | $6,447-23.6% | $5,638-12.7% | $6,401-23.1% |
| Admin fee / account holder | $293 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |