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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 | $5,122 | $27,632-81.5% | $61,452-91.7% | $68,486-92.5% |
| Participation rate | 98.4% | 39.5%+58.9pp | 52.6%+45.9pp | 67.9%+30.5pp |
| Annual return | -22.68% | -13.24%-9.4pp | 338.96%-361.6pp | -7.85%-14.8pp |
| Employer contribution / active EE | $3,285 | $696+372.0% | $1,160+183.3% | $2,597+26.5% |
| Participant deferral / active EE | $693 | $1,264-45.1% | $2,125-67.4% | $4,028-82.8% |
| Admin fee / account holder | $273 | $2,010-86.4% | $2,131-87.2% | $5,404-95.0% |