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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 | $65,298 | $167,352-61.0% | $143,788-54.6% | $134,509-51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -44.85% | 0.47%-45.3pp | -0.03%-44.8pp | 418.13%-463.0pp |
| Employer contribution / active EE | $1,662 | $5,620-70.4% | $4,952-66.4% | $4,741-65.0% |
| Participant deferral / active EE | $13,663 | $6,447+111.9% | $5,638+142.3% | $6,400+113.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |