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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 | $146,866 | $167,353-12.2% | $143,797+2.1% | $134,545+9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.66% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $24,084 | $5,620+328.5% | $4,952+386.3% | $4,742+407.9% |
| Participant deferral / active EE | $14,800 | $6,447+129.6% | $5,638+162.5% | $6,401+131.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |