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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 | $40,666 | $211,946-80.8% | $169,452-76.0% | $135,380-70.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -37.74% | 3.26%-41.0pp | 1.83%-39.6pp | 519.81%-557.5pp |
| Employer contribution / active EE | $6,568 | $5,117+28.3% | $4,157+58.0% | $4,779+37.4% |
| Participant deferral / active EE | $14,010 | $6,075+130.6% | $5,277+165.5% | $5,609+149.8% |
| Admin fee / account holder | $37 | $11,472-99.7% | $9,110-99.6% | $10,828-99.7% |