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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 | $47,962 | $167,362-71.3% | $143,799-66.6% | $134,532-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.30% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $4,081 | $5,620-27.4% | $4,952-17.6% | $4,741-13.9% |
| Participant deferral / active EE | $10,631 | $6,447+64.9% | $5,638+88.5% | $6,401+66.1% |
| Admin fee / account holder | $164 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |