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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 | $31,621 | $167,353-81.1% | $143,797-78.0% | $134,545-76.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.25% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,250 | $5,620-60.0% | $4,952-54.6% | $4,742-52.5% |
| Participant deferral / active EE | $7,018 | $6,447+8.9% | $5,638+24.5% | $6,401+9.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |