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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 | $36,024 | $167,353-78.5% | $143,797-74.9% | $134,545-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.04% | 0.48%-39.5pp | -0.04%-39.0pp | 418.37%-457.4pp |
| Employer contribution / active EE | $15,239 | $5,620+171.1% | $4,952+207.7% | $4,742+221.4% |
| Participant deferral / active EE | $23,750 | $6,447+268.4% | $5,638+321.2% | $6,401+271.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |