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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 | $83,812 | $167,362-49.9% | $143,799-41.7% | $134,532-37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.13% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $8,242 | $5,620+46.6% | $4,952+66.4% | $4,741+73.8% |
| Participant deferral / active EE | $8,430 | $6,447+30.7% | $5,638+49.5% | $6,401+31.7% |
| Admin fee / account holder | $22 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |