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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 | $72,810 | $167,362-56.5% | $143,799-49.4% | $134,532-45.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.14% | 0.47%-23.6pp | -0.04%-23.1pp | 418.27%-441.4pp |
| Employer contribution / active EE | $10,963 | $5,620+95.1% | $4,952+121.4% | $4,741+131.2% |
| Participant deferral / active EE | $11,463 | $6,447+77.8% | $5,638+103.3% | $6,401+79.1% |
| Admin fee / account holder | $277 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |