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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 | $17,807 | $95,979-81.4% | $74,551-76.1% | $135,380-86.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.21% | 56.97%-72.2pp | 32.53%-47.7pp | 519.81%-535.0pp |
| Employer contribution / active EE | $741 | $2,716-72.7% | $1,961-62.2% | $4,779-84.5% |
| Participant deferral / active EE | $6,257 | $3,844+62.8% | $3,108+101.3% | $5,609+11.6% |
| Admin fee / account holder | $268 | $6,522-95.9% | $5,059-94.7% | $10,828-97.5% |