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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 | $35,334 | $167,533-78.9% | $151,645-76.7% | $134,545-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.50% | 7.81%-39.3pp | 3.34%-34.8pp | 418.37%-449.9pp |
| Employer contribution / active EE | $2,013 | $6,828-70.5% | $6,165-67.3% | $4,742-57.5% |
| Participant deferral / active EE | $18,867 | $8,985+110.0% | $8,363+125.6% | $6,401+194.7% |
| Admin fee / account holder | $187 | $13,781-98.6% | $11,614-98.4% | $11,431-98.4% |