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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 | $40,297 | $167,353-75.9% | $143,797-72.0% | $134,545-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.17% | 0.48%-21.7pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $8,874 | $5,620+57.9% | $4,952+79.2% | $4,742+87.2% |
| Participant deferral / active EE | $4,134 | $6,447-35.9% | $5,638-26.7% | $6,401-35.4% |
| Admin fee / account holder | $123 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |