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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 | $26,528 | $167,353-84.1% | $143,797-81.6% | $134,545-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.29% | 0.48%-26.8pp | -0.04%-26.2pp | 418.37%-444.7pp |
| Employer contribution / active EE | $1,287 | $5,620-77.1% | $4,952-74.0% | $4,742-72.8% |
| Participant deferral / active EE | $13,927 | $6,447+116.0% | $5,638+147.0% | $6,401+117.6% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |