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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 | $23,687 | $167,352-85.8% | $143,788-83.5% | $134,509-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | 0.47%-21.1pp | -0.03%-20.6pp | 418.13%-438.8pp |
| Employer contribution / active EE | $3,662 | $5,620-34.8% | $4,952-26.0% | $4,741-22.7% |
| Participant deferral / active EE | $9,813 | $6,447+52.2% | $5,638+74.0% | $6,400+53.3% |
| Admin fee / account holder | $148 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |