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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 | $73,673 | $167,353-56.0% | $143,797-48.8% | $134,545-45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.55% | 0.48%-23.0pp | -0.04%-22.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $4,655 | $5,620-17.2% | $4,952-6.0% | $4,742-1.8% |
| Participant deferral / active EE | $6,853 | $6,447+6.3% | $5,638+21.5% | $6,401+7.1% |
| Admin fee / account holder | $32 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |