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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 | $17,286 | $52,519-67.1% | $155,789-88.9% | $59,633-71.0% |
| Participation rate | 90.0% | 61.7%+28.3pp | 76.1%+13.9pp | 68.7%+21.3pp |
| Annual return | -6.55% | 53.51%-60.1pp | 71.54%-78.1pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $336 | $1,589-78.9% | $3,839-91.3% | $2,203-84.8% |
| Participant deferral / active EE | $1,483 | $3,084-51.9% | $4,798-69.1% | $3,192-53.5% |
| Admin fee / account holder | $36 | $3,540-99.0% | $7,477-99.5% | $4,297-99.2% |