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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 | $20,649 | $167,362-87.7% | $143,799-85.6% | $134,532-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.76% | 0.47%-23.2pp | -0.04%-22.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $2,410 | $5,620-57.1% | $4,952-51.3% | $4,741-49.2% |
| Participant deferral / active EE | $13,397 | $6,447+107.8% | $5,638+137.6% | $6,401+109.3% |
| Admin fee / account holder | $255 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |