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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 | $16,532 | $57,352-71.2% | $83,831-80.3% | $64,173-74.2% |
| Participation rate | 79.1% | 68.6%+10.5pp | 76.1%+2.9pp | 69.6%+9.5pp |
| Annual return | -10.15% | 11.38%-21.5pp | 850.99%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $915 | $2,546-64.0% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $2,649 | $2,993-11.5% | $4,082-35.1% | $3,470-23.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |