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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 | $26,368 | $75,832-65.2% | $147,617-82.1% | $59,633-55.8% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | -16.93% | 0.37%-17.3pp | 61.98%-78.9pp | 2041.45%-2058.4pp |
| Employer contribution / active EE | $450 | $3,485-87.1% | $5,564-91.9% | $2,203-79.6% |
| Participant deferral / active EE | $4,694 | $3,131+49.9% | $4,895-4.1% | $3,192+47.1% |
| Admin fee / account holder | $62 | $5,986-99.0% | $11,612-99.5% | $4,297-98.6% |