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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 | $41,302 | $106,905-61.4% | $84,020-50.8% | $152,885-73.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | -16.17% | 105.00%-121.2pp | 71.31%-87.5pp | 345.39%-361.6pp |
| Employer contribution / active EE | $1,236 | $2,735-54.8% | $1,984-37.7% | $4,763-74.0% |
| Participant deferral / active EE | $1,647 | $4,012-59.0% | $3,239-49.2% | $5,851-71.9% |
| Admin fee / account holder | $18 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |