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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 | $121,144 | $175,646-31.0% | $129,118-6.2% | $134,532-10.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -21.03% | -11.39%-9.6pp | -10.94%-10.1pp | 418.27%-439.3pp |
| Employer contribution / active EE | $8,096 | $6,355+27.4% | $5,051+60.3% | $4,741+70.8% |
| Participant deferral / active EE | $14,348 | $7,970+80.0% | $6,539+119.4% | $6,401+124.1% |
| Admin fee / account holder | $20 | $23,578-99.9% | $14,305-99.9% | $11,429-99.8% |