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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 | $27,998 | $167,362-83.3% | $143,799-80.5% | $134,532-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.12% | 0.47%-24.6pp | -0.04%-24.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,025 | $5,620-64.0% | $4,952-59.1% | $4,741-57.3% |
| Participant deferral / active EE | $2,604 | $6,447-59.6% | $5,638-53.8% | $6,401-59.3% |
| Admin fee / account holder | $132 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |