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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 | $31,264 | $167,362-81.3% | $143,799-78.3% | $134,532-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.76% | 0.47%-27.2pp | -0.04%-26.7pp | 418.27%-445.0pp |
| Employer contribution / active EE | $5,043 | $5,620-10.3% | $4,952+1.8% | $4,741+6.4% |
| Participant deferral / active EE | $21,797 | $6,447+238.1% | $5,638+286.6% | $6,401+240.5% |
| Admin fee / account holder | $293 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |