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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 | $61,654 | $167,353-63.2% | $143,797-57.1% | $134,545-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.42% | 0.48%-26.9pp | -0.04%-26.4pp | 418.37%-444.8pp |
| Employer contribution / active EE | $10,817 | $5,620+92.5% | $4,952+118.4% | $4,742+128.1% |
| Participant deferral / active EE | $9,935 | $6,447+54.1% | $5,638+76.2% | $6,401+55.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |