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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 | $25,777 | $101,063-74.5% | $81,473-68.4% | $147,585-82.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | -6.50% | 32.41%-38.9pp | 38.78%-45.3pp | 578.58%-585.1pp |
| Employer contribution / active EE | $790 | $3,206-75.4% | $2,568-69.2% | $4,876-83.8% |
| Participant deferral / active EE | $790 | $4,242-81.4% | $3,537-77.7% | $5,439-85.5% |
| Admin fee / account holder | $249 | $5,812-95.7% | $4,561-94.5% | $10,886-97.7% |