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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 | $46,924 | $167,353-72.0% | $143,797-67.4% | $134,545-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.54% | 0.48%-24.0pp | -0.04%-23.5pp | 418.37%-441.9pp |
| Employer contribution / active EE | $7,578 | $5,620+34.8% | $4,952+53.0% | $4,742+59.8% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |