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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 | $19,073 | $167,362-88.6% | $143,799-86.7% | $134,532-85.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -29.25% | 0.47%-29.7pp | -0.04%-29.2pp | 418.27%-447.5pp |
| Employer contribution / active EE | $7,174 | $5,620+27.6% | $4,952+44.9% | $4,741+51.3% |
| Participant deferral / active EE | $6,385 | $6,447-1.0% | $5,638+13.2% | $6,401-0.2% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |