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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 | $115,457 | $167,353-31.0% | $143,797-19.7% | $134,545-14.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.23% | 0.48%-27.7pp | -0.04%-27.2pp | 418.37%-445.6pp |
| Employer contribution / active EE | $5,965 | $5,620+6.1% | $4,952+20.5% | $4,742+25.8% |
| Participant deferral / active EE | $5,737 | $6,447-11.0% | $5,638+1.7% | $6,401-10.4% |
| Admin fee / account holder | $273 | $18,096-98.5% | $14,679-98.1% | $11,431-97.6% |