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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 | $36,353 | $167,353-78.3% | $143,797-74.7% | $134,545-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.10% | 0.48%-30.6pp | -0.04%-30.1pp | 418.37%-448.5pp |
| Employer contribution / active EE | $2,844 | $5,620-49.4% | $4,952-42.6% | $4,742-40.0% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-36.0% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |