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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 | $38,079 | $167,362-77.2% | $143,799-73.5% | $134,532-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.16% | 0.47%-32.6pp | -0.04%-32.1pp | 418.27%-450.4pp |
| Employer contribution / active EE | $3,249 | $5,620-42.2% | $4,952-34.4% | $4,741-31.5% |
| Participant deferral / active EE | $6,412 | $6,447-0.6% | $5,638+13.7% | $6,401+0.2% |
| Admin fee / account holder | $45 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |