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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 | $20,690 | $167,362-87.6% | $143,799-85.6% | $134,532-84.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -21.72% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $8,692 | $5,620+54.6% | $4,952+75.5% | $4,741+83.3% |
| Participant deferral / active EE | $3,059 | $6,447-52.6% | $5,638-45.7% | $6,401-52.2% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |