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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 | $32,649 | $167,352-80.5% | $143,788-77.3% | $134,509-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.63% | 0.47%-27.1pp | -0.03%-26.6pp | 418.13%-444.8pp |
| Employer contribution / active EE | $16,349 | $5,620+190.9% | $4,952+230.2% | $4,741+244.9% |
| Participant deferral / active EE | $7,985 | $6,447+23.9% | $5,638+41.6% | $6,400+24.8% |
| Admin fee / account holder | $39 | $18,091-99.8% | $14,675-99.7% | $11,427-99.7% |