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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 | $17,821 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | -31.20% | 69.37%-100.6pp | 62.79%-94.0pp | 220.34%-251.5pp |
| Employer contribution / active EE | $1,417 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $2,169 | $6,166-64.8% | $5,453-60.2% | $6,407-66.1% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |