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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 | $19,538 | $49,177-60.3% | $79,467-75.4% | $64,173-69.6% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -8.45% | -1.16%-7.3pp | 718.30%-726.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,960 | $2,076-5.6% | $2,800-30.0% | $2,381-17.7% |
| Participant deferral / active EE | $2,710 | $2,821-4.0% | $3,704-26.8% | $3,470-21.9% |
| Admin fee / account holder | $248 | $3,839-93.5% | $5,104-95.1% | $4,887-94.9% |