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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 | $47,865 | $167,352-71.4% | $143,788-66.7% | $134,509-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.64% | 0.47%-30.1pp | -0.03%-29.6pp | 418.13%-447.8pp |
| Employer contribution / active EE | $5,133 | $5,620-8.7% | $4,952+3.7% | $4,741+8.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |