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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 | $34,954 | $167,362-79.1% | $143,799-75.7% | $134,532-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.01% | 0.47%-23.5pp | -0.04%-23.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $8,790 | $5,620+56.4% | $4,952+77.5% | $4,741+85.4% |
| Participant deferral / active EE | $4,447 | $6,447-31.0% | $5,638-21.1% | $6,401-30.5% |
| Admin fee / account holder | $44 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |