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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 | $24,844 | $167,352-85.2% | $143,788-82.7% | $134,509-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.07% | 0.47%-23.5pp | -0.03%-23.0pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,256 | $5,620-59.9% | $4,952-54.4% | $4,741-52.4% |
| Participant deferral / active EE | $11,940 | $6,447+85.2% | $5,638+111.8% | $6,400+86.6% |
| Admin fee / account holder | $24 | $18,091-99.9% | $14,675-99.8% | $11,427-99.8% |