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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 | $6,891 | $82,288-91.6% | $68,794-90.0% | $134,509-94.9% |
| Participation rate | 76.2% | 75.1%+1.1pp | 69.0%+7.2pp | 81.2%-5.0pp |
| Annual return | -44.19% | -2.19%-42.0pp | -6.37%-37.8pp | 418.13%-462.3pp |
| Employer contribution / active EE | $2,003 | $3,301-39.3% | $2,656-24.6% | $4,741-57.8% |
| Participant deferral / active EE | $3,408 | $4,738-28.1% | $3,941-13.5% | $6,400-46.8% |
| Admin fee / account holder | $80 | $6,482-98.8% | $4,934-98.4% | $11,427-99.3% |