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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 | $19,939 | $45,566-56.2% | $64,105-68.9% | $59,633-66.6% |
| Participation rate | 75.0% | 60.2%+14.8pp | 68.2%+6.8pp | 68.7%+6.3pp |
| Annual return | -4.44% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $804 | $934-14.0% | $1,820-55.8% | $2,203-63.5% |
| Participant deferral / active EE | $2,990 | $2,057+45.4% | $2,822+6.0% | $3,192-6.3% |
| Admin fee / account holder | $205 | $3,268-93.7% | $4,499-95.4% | $4,297-95.2% |