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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 | $13,052 | $84,518-84.6% | $67,704-80.7% | $125,388-89.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.35% | 2.57%-8.9pp | 25.41%-31.8pp | 282.24%-288.6pp |
| Employer contribution / active EE | $874 | $3,292-73.5% | $2,559-65.9% | $4,866-82.0% |
| Participant deferral / active EE | $2,159 | $4,430-51.3% | $3,585-39.8% | $5,352-59.7% |
| Admin fee / account holder | $210 | $5,340-96.1% | $4,255-95.1% | $9,541-97.8% |