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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 | $14,239 | $48,284-70.5% | $67,524-78.9% | $80,911-82.4% |
| Participation rate | 93.7% | 66.4%+27.3pp | 72.9%+20.8pp | 67.6%+26.0pp |
| Annual return | -2.28% | 18.27%-20.6pp | 3519.41%-3521.7pp | 35.63%-37.9pp |
| Employer contribution / active EE | $839 | $2,021-58.5% | $2,734-69.3% | $2,756-69.6% |
| Participant deferral / active EE | $2,308 | $2,927-21.1% | $4,001-42.3% | $4,297-46.3% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |