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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 | $39,612 | $167,362-76.3% | $143,799-72.5% | $134,532-70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.60% | 0.47%-27.1pp | -0.04%-26.6pp | 418.27%-444.9pp |
| Employer contribution / active EE | $3,366 | $5,620-40.1% | $4,952-32.0% | $4,741-29.0% |
| Participant deferral / active EE | $3,611 | $6,447-44.0% | $5,638-36.0% | $6,401-43.6% |
| Admin fee / account holder | $97 | $18,094-99.5% | $14,677-99.3% | $11,429-99.2% |