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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 | $34,418 | $167,362-79.4% | $143,799-76.1% | $134,532-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.48% | 0.47%-30.0pp | -0.04%-29.4pp | 418.27%-447.7pp |
| Employer contribution / active EE | $1,414 | $5,620-74.8% | $4,952-71.4% | $4,741-70.2% |
| Participant deferral / active EE | $10,154 | $6,447+57.5% | $5,638+80.1% | $6,401+58.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |