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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 | $27,078 | $167,362-83.8% | $143,799-81.2% | $134,532-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.70% | 0.47%-29.2pp | -0.04%-28.7pp | 418.27%-447.0pp |
| Employer contribution / active EE | $2,595 | $5,620-53.8% | $4,952-47.6% | $4,741-45.3% |
| Participant deferral / active EE | $10,491 | $6,447+62.7% | $5,638+86.1% | $6,401+63.9% |
| Admin fee / account holder | $19 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |