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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 | $51,273 | $167,352-69.4% | $143,788-64.3% | $134,509-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.79% | 0.47%-24.3pp | -0.03%-23.8pp | 418.13%-441.9pp |
| Employer contribution / active EE | $10,729 | $5,620+90.9% | $4,952+116.7% | $4,741+126.3% |
| Participant deferral / active EE | $4,620 | $6,447-28.3% | $5,638-18.1% | $6,400-27.8% |
| Admin fee / account holder | $17 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |