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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 | $21,834 | $39,798-45.1% | $67,704-67.8% | $59,633-63.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -4.52% | 89.94%-94.5pp | 25.41%-29.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,552 | $1,393+11.4% | $2,559-39.4% | $2,203-29.5% |
| Participant deferral / active EE | $1,455 | $2,335-37.7% | $3,585-59.4% | $3,192-54.4% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |