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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 | $3,264 | $27,639-88.2% | $61,501-94.7% | $68,490-95.2% |
| Participation rate | 70.7% | 39.5%+31.2pp | 52.6%+18.1pp | 67.9%+2.8pp |
| Annual return | -21.73% | -13.19%-8.5pp | 339.04%-360.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $556 | $696-20.1% | $1,160-52.0% | $2,597-78.6% |
| Participant deferral / active EE | $1,423 | $1,264+12.6% | $2,125-33.0% | $4,028-64.7% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |