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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 | $36,392 | $167,362-78.3% | $143,799-74.7% | $134,532-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.13% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,409 | $5,620-74.9% | $4,952-71.6% | $4,741-70.3% |
| Participant deferral / active EE | $4,047 | $6,447-37.2% | $5,638-28.2% | $6,401-36.8% |
| Admin fee / account holder | $78 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |