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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 | $32,032 | $167,352-80.9% | $143,788-77.7% | $134,509-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,662 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $6,082 | $6,447-5.7% | $5,638+7.9% | $6,400-5.0% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |