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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 | $59,545 | $167,353-64.4% | $143,797-58.6% | $134,545-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.44% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $9,285 | $5,620+65.2% | $4,952+87.5% | $4,742+95.8% |
| Participant deferral / active EE | $3,768 | $6,447-41.6% | $5,638-33.2% | $6,401-41.1% |
| Admin fee / account holder | $249 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |