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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 | $6,033 | $32,117-81.2% | $71,089-91.5% | $64,173-90.6% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -12.21% | -5.57%-6.6pp | 650.65%-662.9pp | 7.63%-19.8pp |
| Employer contribution / active EE | $2,995 | $712+320.6% | $1,088+175.4% | $2,381+25.8% |
| Participant deferral / active EE | $1,318 | $1,263+4.4% | $1,873-29.6% | $3,470-62.0% |
| Admin fee / account holder | $11 | $2,759-99.6% | $3,082-99.6% | $4,887-99.8% |