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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 | $70,796 | $167,352-57.7% | $143,788-50.8% | $134,509-47.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.88% | 0.47%-27.3pp | -0.03%-26.8pp | 418.13%-445.0pp |
| Employer contribution / active EE | $6,120 | $5,620+8.9% | $4,952+23.6% | $4,741+29.1% |
| Participant deferral / active EE | $23,750 | $6,447+268.4% | $5,638+321.2% | $6,400+271.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |