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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 | $160,974 | $67,411+138.8% | $91,004+76.9% | $70,126+129.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -4.35% | -40.16%+35.8pp | 4.60%-8.9pp | 73.15%-77.5pp |
| Employer contribution / active EE | $17,621 | $1,786+886.6% | $2,456+617.5% | $2,343+652.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $46 | $4,236-98.9% | $5,417-99.1% | $4,645-99.0% |