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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 | $67,823 | $167,352-59.5% | $143,788-52.8% | $134,509-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.05% | 0.47%-30.5pp | -0.03%-30.0pp | 418.13%-448.2pp |
| Employer contribution / active EE | $2,224 | $5,620-60.4% | $4,952-55.1% | $4,741-53.1% |
| Participant deferral / active EE | $5,950 | $6,447-7.7% | $5,638+5.5% | $6,400-7.0% |
| Admin fee / account holder | $250 | $18,091-98.6% | $14,675-98.3% | $11,427-97.8% |