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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 | $44,103 | $167,362-73.6% | $143,799-69.3% | $134,532-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -68.17% | 0.47%-68.6pp | -0.04%-68.1pp | 418.27%-486.4pp |
| Employer contribution / active EE | $15,396 | $5,620+173.9% | $4,952+210.9% | $4,741+224.7% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |