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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 | $35,662 | $167,353-78.7% | $143,797-75.2% | $134,545-73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.39% | 0.48%-22.9pp | -0.04%-22.3pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,159 | $5,620-61.6% | $4,952-56.4% | $4,742-54.5% |
| Participant deferral / active EE | $10,888 | $6,447+68.9% | $5,638+93.1% | $6,401+70.1% |
| Admin fee / account holder | $43 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |