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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 | $20,816 | $75,959-72.6% | $154,114-86.5% | $64,181-67.6% |
| Participation rate | 70.6% | 70.4%+0.2pp | 83.0%-12.4pp | 69.6%+1.0pp |
| Annual return | -11.60% | 30.32%-41.9pp | 735.16%-746.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $2,843 | $3,350-15.1% | $5,298-46.3% | $2,381+19.4% |
| Participant deferral / active EE | $2,520 | $3,175-20.6% | $5,081-50.4% | $3,470-27.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |