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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 | $16,496 | $67,352-75.5% | $60,899-72.9% | $134,509-87.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -21.97% | 49.99%-72.0pp | 16.92%-38.9pp | 418.13%-440.1pp |
| Employer contribution / active EE | $611 | $3,098-80.3% | $2,702-77.4% | $4,741-87.1% |
| Participant deferral / active EE | $6,532 | $4,539+43.9% | $3,817+71.1% | $6,400+2.1% |
| Admin fee / account holder | $20 | $4,585-99.6% | $3,225-99.4% | $11,427-99.8% |