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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 | $13,295 | $75,962-82.5% | $154,111-91.4% | $64,173-79.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -14.13% | 30.32%-44.5pp | 735.18%-749.3pp | 7.63%-21.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,437 | $3,175-54.7% | $5,081-71.7% | $3,470-58.6% |
| Admin fee / account holder | $41 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |