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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 | $48,327-70.5% | $67,575-78.9% | $80,935-82.4% |
| Participation rate | 93.7% | 66.4%+27.3pp | 72.9%+20.8pp | 67.7%+26.0pp |
| Annual return | -2.28% | 18.31%-20.6pp | 3528.98%-3531.3pp | 35.66%-37.9pp |
| Employer contribution / active EE | $839 | $2,022-58.5% | $2,736-69.3% | $2,757-69.6% |
| Participant deferral / active EE | $2,308 | $2,927-21.2% | $4,003-42.4% | $4,299-46.3% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |