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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 | $62,246 | $167,362-62.8% | $143,799-56.7% | $134,532-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.48% | 0.47%-24.0pp | -0.04%-23.4pp | 418.27%-441.7pp |
| Employer contribution / active EE | $7,221 | $5,620+28.5% | $4,952+45.8% | $4,741+52.3% |
| Participant deferral / active EE | $8,275 | $6,447+28.4% | $5,638+46.8% | $6,401+29.3% |
| Admin fee / account holder | $38 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |