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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 | $19,298 | $167,362-88.5% | $143,799-86.6% | $134,532-85.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -24.10% | 0.47%-24.6pp | -0.04%-24.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,506 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $4,346 | $6,447-32.6% | $5,638-22.9% | $6,401-32.1% |
| Admin fee / account holder | $58 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |