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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 | $52,827 | $167,352-68.4% | $143,788-63.3% | $134,509-60.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -28.67% | 0.47%-29.1pp | -0.03%-28.6pp | 418.13%-446.8pp |
| Employer contribution / active EE | $1,533 | $5,620-72.7% | $4,952-69.0% | $4,741-67.7% |
| Participant deferral / active EE | $5,501 | $6,447-14.7% | $5,638-2.4% | $6,400-14.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |