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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 | $19,814 | $53,546-63.0% | $69,884-71.6% | $68,486-71.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -22.33% | -13.87%-8.5pp | 190.81%-213.1pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,239 | $2,019-38.6% | $2,560-51.6% | $2,597-52.3% |
| Participant deferral / active EE | $1,822 | $2,957-38.4% | $3,848-52.6% | $4,028-54.7% |
| Admin fee / account holder | $154 | $4,693-96.7% | $6,266-97.5% | $5,404-97.2% |