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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 | $5,514 | $82,314-93.3% | $68,808-92.0% | $134,532-95.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.31% | -2.18%-19.1pp | -6.37%-14.9pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,518 | $3,301-54.0% | $2,656-42.8% | $4,741-68.0% |
| Participant deferral / active EE | $3,623 | $4,740-23.6% | $3,942-8.1% | $6,401-43.4% |
| Admin fee / account holder | $117 | $6,484-98.2% | $4,936-97.6% | $11,429-99.0% |