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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 | $29,128 | $167,352-82.6% | $143,788-79.7% | $134,509-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.54% | 0.47%-32.0pp | -0.03%-31.5pp | 418.13%-449.7pp |
| Employer contribution / active EE | $7,550 | $5,620+34.3% | $4,952+52.5% | $4,741+59.3% |
| Participant deferral / active EE | $6,325 | $6,447-1.9% | $5,638+12.2% | $6,400-1.2% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |