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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 | $72,980 | $167,362-56.4% | $143,799-49.2% | $134,532-45.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | 0.47%-21.4pp | -0.04%-20.8pp | 418.27%-439.2pp |
| Employer contribution / active EE | $7,017 | $5,620+24.9% | $4,952+41.7% | $4,741+48.0% |
| Participant deferral / active EE | $8,050 | $6,447+24.9% | $5,638+42.8% | $6,401+25.8% |
| Admin fee / account holder | $101 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |