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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 | $40,274 | $167,362-75.9% | $143,799-72.0% | $134,532-70.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -21.00% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,455 | $5,620-74.1% | $4,952-70.6% | $4,741-69.3% |
| Participant deferral / active EE | $4,496 | $6,447-30.3% | $5,638-20.3% | $6,401-29.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |