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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 | $30,994 | $167,362-81.5% | $143,799-78.4% | $134,532-77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.32% | 0.47%-23.8pp | -0.04%-23.3pp | 418.27%-441.6pp |
| Employer contribution / active EE | $14,588 | $5,620+159.6% | $4,952+194.6% | $4,741+207.7% |
| Participant deferral / active EE | $9,588 | $6,447+48.7% | $5,638+70.0% | $6,401+49.8% |
| Admin fee / account holder | $79 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |