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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 | $67,596 | $167,362-59.6% | $143,799-53.0% | $134,532-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.12% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $7,119 | $5,620+26.7% | $4,952+43.7% | $4,741+50.1% |
| Participant deferral / active EE | $6,381 | $6,447-1.0% | $5,638+13.2% | $6,401-0.3% |
| Admin fee / account holder | $40 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |