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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 | $24,051 | $167,362-85.6% | $143,799-83.3% | $134,532-82.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.98% | 0.47%-27.5pp | -0.04%-26.9pp | 418.27%-445.2pp |
| Employer contribution / active EE | $8,554 | $5,620+52.2% | $4,952+72.7% | $4,741+80.4% |
| Participant deferral / active EE | $6,424 | $6,447-0.4% | $5,638+13.9% | $6,401+0.4% |
| Admin fee / account holder | $179 | $18,094-99.0% | $14,677-98.8% | $11,429-98.4% |