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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 | $72,151 | $167,323-56.9% | $143,770-49.8% | $134,493-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.83% | 0.47%-28.3pp | -0.04%-27.8pp | 418.01%-445.8pp |
| Employer contribution / active EE | $1,750 | $5,619-68.9% | $4,951-64.7% | $4,740-63.1% |
| Participant deferral / active EE | $12,581 | $6,446+95.2% | $5,638+123.2% | $6,400+96.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |