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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 | $36,521 | $167,353-78.2% | $143,797-74.6% | $134,545-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -40.85% | 0.48%-41.3pp | -0.04%-40.8pp | 418.37%-459.2pp |
| Employer contribution / active EE | $7,197 | $5,620+28.1% | $4,952+45.3% | $4,742+51.8% |
| Participant deferral / active EE | $10,340 | $6,447+60.4% | $5,638+83.4% | $6,401+61.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |