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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 | $112,488 | $175,600-35.9% | $129,110-12.9% | $134,509-16.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -21.45% | -11.39%-10.1pp | -10.94%-10.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $11,019 | $6,355+73.4% | $5,052+118.1% | $4,741+132.5% |
| Participant deferral / active EE | $12,985 | $7,975+62.8% | $6,542+98.5% | $6,400+102.9% |
| Admin fee / account holder | $164 | $23,567-99.3% | $14,302-98.9% | $11,427-98.6% |