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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 | $56,086 | $167,353-66.5% | $143,797-61.0% | $134,545-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.37% | 0.48%-32.8pp | -0.04%-32.3pp | 418.37%-450.7pp |
| Employer contribution / active EE | $4,546 | $5,620-19.1% | $4,952-8.2% | $4,742-4.1% |
| Participant deferral / active EE | $4,568 | $6,447-29.2% | $5,638-19.0% | $6,401-28.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |