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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 | $29,876 | $167,353-82.1% | $143,797-79.2% | $134,545-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.96% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $4,699 | $5,620-16.4% | $4,952-5.1% | $4,742-0.9% |
| Participant deferral / active EE | $18,072 | $6,447+180.3% | $5,638+220.5% | $6,401+182.3% |
| Admin fee / account holder | $235 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |