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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 | $48,006 | $167,352-71.3% | $143,788-66.6% | $134,509-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.22% | 0.47%-21.7pp | -0.03%-21.2pp | 418.13%-439.4pp |
| Employer contribution / active EE | $7,715 | $5,620+37.3% | $4,952+55.8% | $4,741+62.8% |
| Participant deferral / active EE | $18,354 | $6,447+184.7% | $5,638+225.5% | $6,400+186.8% |
| Admin fee / account holder | $58 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |