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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 | $23,528 | $75,962-69.0% | $154,108-84.7% | $64,173-63.3% |
| Participation rate | 70.6% | 70.4%+0.2pp | 83.0%-12.4pp | 69.6%+1.0pp |
| Annual return | -9.39% | 30.32%-39.7pp | 735.21%-744.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,613 | $3,350-51.8% | $5,298-69.6% | $2,381-32.3% |
| Participant deferral / active EE | $2,286 | $3,175-28.0% | $5,081-55.0% | $3,470-34.1% |
| Admin fee / account holder | $63 | $5,589-98.9% | $13,411-99.5% | $4,887-98.7% |