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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 | $16,701 | $134,001-87.5% | $112,258-85.1% | $134,509-87.6% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -22.83% | 47.15%-70.0pp | 27.47%-50.3pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,949 | $4,039-51.7% | $3,636-46.4% | $4,741-58.9% |
| Participant deferral / active EE | $3,036 | $5,291-42.6% | $4,728-35.8% | $6,400-52.6% |
| Admin fee / account holder | $44 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |