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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 | $6,564 | $82,324-92.0% | $68,803-90.5% | $134,545-95.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -96.75% | -2.17%-94.6pp | -6.37%-90.4pp | 418.37%-515.1pp |
| Employer contribution / active EE | $1,618 | $3,302-51.0% | $2,656-39.1% | $4,742-65.9% |
| Participant deferral / active EE | $3,685 | $4,740-22.3% | $3,942-6.5% | $6,401-42.4% |
| Admin fee / account holder | $15 | $6,485-99.8% | $4,936-99.7% | $11,431-99.9% |