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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 | $46,209 | $167,352-72.4% | $143,788-67.9% | $134,509-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.42% | 0.47%-29.9pp | -0.03%-29.4pp | 418.13%-447.6pp |
| Employer contribution / active EE | $5,652 | $5,620+0.6% | $4,952+14.1% | $4,741+19.2% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.6% | $6,400+68.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |