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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 | $22,916 | $167,362-86.3% | $143,799-84.1% | $134,532-83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.72% | 0.47%-24.2pp | -0.04%-23.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,645 | $5,620-70.7% | $4,952-66.8% | $4,741-65.3% |
| Participant deferral / active EE | $11,550 | $6,447+79.1% | $5,638+104.8% | $6,401+80.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |