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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 | $46,169 | $167,353-72.4% | $143,797-67.9% | $134,545-65.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -21.88% | 0.48%-22.4pp | -0.04%-21.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $2,796 | $5,620-50.3% | $4,952-43.5% | $4,742-41.0% |
| Participant deferral / active EE | $8,273 | $6,447+28.3% | $5,638+46.7% | $6,401+29.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |