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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 | $27,535 | $167,353-83.5% | $143,797-80.9% | $134,545-79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.13% | 0.48%-24.6pp | -0.04%-24.1pp | 418.37%-442.5pp |
| Employer contribution / active EE | $8,916 | $5,620+58.6% | $4,952+80.0% | $4,742+88.0% |
| Participant deferral / active EE | $12,622 | $6,447+95.8% | $5,638+123.9% | $6,401+97.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |