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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 | $25,642 | $56,197-54.4% | $67,652-62.1% | $59,633-57.0% |
| Participation rate | 85.1% | 71.5%+13.6pp | 75.7%+9.4pp | 68.7%+16.4pp |
| Annual return | -2.69% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,916 | $1,615+18.7% | $2,266-15.4% | $2,203-13.0% |
| Participant deferral / active EE | $2,673 | $2,844-6.0% | $3,560-24.9% | $3,192-16.2% |
| Admin fee / account holder | $254 | $3,958-93.6% | $4,821-94.7% | $4,297-94.1% |