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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 | $146,916 | $142,409+3.2% | $119,634+22.8% | $134,545+9.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.56% | -12.46%-13.1pp | -14.98%-10.6pp | 418.37%-443.9pp |
| Employer contribution / active EE | $4,319 | $5,224-17.3% | $4,232+2.0% | $4,742-8.9% |
| Participant deferral / active EE | $14,514 | $6,468+124.4% | $5,601+159.1% | $6,401+126.7% |
| Admin fee / account holder | $57 | $13,594-99.6% | $10,329-99.5% | $11,431-99.5% |