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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 | $45,409 | $167,362-72.9% | $143,799-68.4% | $134,532-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.60% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $3,611 | $5,620-35.7% | $4,952-27.1% | $4,741-23.8% |
| Participant deferral / active EE | $7,768 | $6,447+20.5% | $5,638+37.8% | $6,401+21.4% |
| Admin fee / account holder | $287 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |