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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 | $21,480 | $78,694-72.7% | $67,653-68.3% | $125,388-82.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -12.38% | 9.46%-21.8pp | 6625.22%-6637.6pp | 282.24%-294.6pp |
| Employer contribution / active EE | $837 | $3,044-72.5% | $2,266-63.1% | $4,866-82.8% |
| Participant deferral / active EE | $13,228 | $4,292+208.2% | $3,560+271.6% | $5,352+147.2% |
| Admin fee / account holder | $279 | $7,403-96.2% | $4,821-94.2% | $9,541-97.1% |