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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 | $47,277 | $167,353-71.8% | $143,797-67.1% | $134,545-64.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.24% | 0.48%-27.7pp | -0.04%-27.2pp | 418.37%-445.6pp |
| Employer contribution / active EE | $4,154 | $5,620-26.1% | $4,952-16.1% | $4,742-12.4% |
| Participant deferral / active EE | $8,015 | $6,447+24.3% | $5,638+42.2% | $6,401+25.2% |
| Admin fee / account holder | $71 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |