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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 | $32,352 | $167,353-80.7% | $143,797-77.5% | $134,545-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.64% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $8,932 | $5,620+58.9% | $4,952+80.4% | $4,742+88.4% |
| Participant deferral / active EE | $5,709 | $6,447-11.4% | $5,638+1.3% | $6,401-10.8% |
| Admin fee / account holder | $157 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |