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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 | $23,833 | $167,352-85.8% | $143,788-83.4% | $134,509-82.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.09% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.2pp |
| Employer contribution / active EE | $1,539 | $5,620-72.6% | $4,952-68.9% | $4,741-67.5% |
| Participant deferral / active EE | $2,362 | $6,447-63.4% | $5,638-58.1% | $6,400-63.1% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |