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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 | $11,278 | $54,355-79.3% | $82,744-86.4% | $68,486-83.5% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -21.69% | -13.67%-8.0pp | 702.22%-723.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,018 | $2,219-54.1% | $3,008-66.1% | $2,597-60.8% |
| Participant deferral / active EE | $3,031 | $3,246-6.6% | $4,395-31.0% | $4,028-24.7% |
| Admin fee / account holder | $290 | $4,397-93.4% | $5,325-94.6% | $5,404-94.6% |