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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 | $28,385 | $167,352-83.0% | $143,788-80.3% | $134,509-78.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -21.02% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,103 | $5,620-62.6% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $4,646 | $6,447-27.9% | $5,638-17.6% | $6,400-27.4% |
| Admin fee / account holder | $174 | $18,091-99.0% | $14,675-98.8% | $11,427-98.5% |