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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 | $15,197 | $75,962-80.0% | $154,111-90.1% | $64,173-76.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -10.15% | 30.32%-40.5pp | 735.18%-745.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,246 | $3,350-62.8% | $5,298-76.5% | $2,381-47.7% |
| Participant deferral / active EE | $1,974 | $3,175-37.8% | $5,081-61.1% | $3,470-43.1% |
| Admin fee / account holder | $290 | $5,589-94.8% | $13,411-97.8% | $4,887-94.1% |