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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 | $29,715 | $167,362-82.2% | $143,799-79.3% | $134,532-77.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -33.19% | 0.47%-33.7pp | -0.04%-33.1pp | 418.27%-451.5pp |
| Employer contribution / active EE | $2,432 | $5,620-56.7% | $4,952-50.9% | $4,741-48.7% |
| Participant deferral / active EE | $6,970 | $6,447+8.1% | $5,638+23.6% | $6,401+8.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |