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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 | $19,826 | $167,362-88.2% | $143,799-86.2% | $134,532-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,100 | $5,620-44.8% | $4,952-37.4% | $4,741-34.6% |
| Participant deferral / active EE | $5,297 | $6,447-17.8% | $5,638-6.1% | $6,401-17.3% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |