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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 | $34,702 | $167,353-79.3% | $143,797-75.9% | $134,545-74.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -21.50% | 0.48%-22.0pp | -0.04%-21.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,052 | $5,620-63.5% | $4,952-58.6% | $4,742-56.7% |
| Participant deferral / active EE | $6,630 | $6,447+2.8% | $5,638+17.6% | $6,401+3.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |