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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 | $23,885 | $167,353-85.7% | $143,797-83.4% | $134,545-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.35% | 0.48%-23.8pp | -0.04%-23.3pp | 418.37%-441.7pp |
| Employer contribution / active EE | $3,380 | $5,620-39.9% | $4,952-31.7% | $4,742-28.7% |
| Participant deferral / active EE | $10,277 | $6,447+59.4% | $5,638+82.3% | $6,401+60.6% |
| Admin fee / account holder | $42 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |