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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 | $35,109 | $167,362-79.0% | $143,799-75.6% | $134,532-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -46.21% | 0.47%-46.7pp | -0.04%-46.2pp | 418.27%-464.5pp |
| Employer contribution / active EE | $11,337 | $5,620+101.7% | $4,952+128.9% | $4,741+139.1% |
| Participant deferral / active EE | $7,431 | $6,447+15.3% | $5,638+31.8% | $6,401+16.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |