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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 | $17,143 | $95,917-82.1% | $79,583-78.5% | $134,545-87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -27.45% | -2.70%-24.7pp | 0.16%-27.6pp | 418.37%-445.8pp |
| Employer contribution / active EE | $694 | $3,129-77.8% | $2,414-71.3% | $4,742-85.4% |
| Participant deferral / active EE | $6,820 | $4,694+45.3% | $3,986+71.1% | $6,401+6.5% |
| Admin fee / account holder | $273 | $9,132-97.0% | $6,835-96.0% | $11,431-97.6% |