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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 | $21,557 | $167,362-87.1% | $143,799-85.0% | $134,532-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.44% | 0.47%-33.9pp | -0.04%-33.4pp | 418.27%-451.7pp |
| Employer contribution / active EE | $8,811 | $5,620+56.8% | $4,952+77.9% | $4,741+85.8% |
| Participant deferral / active EE | $9,767 | $6,447+51.5% | $5,638+73.2% | $6,401+52.6% |
| Admin fee / account holder | $145 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |