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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 | $8,083 | $27,632-70.7% | $61,452-86.8% | $68,486-88.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.37% | -13.24%-8.1pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,268 | $696+82.3% | $1,160+9.4% | $2,597-51.2% |
| Participant deferral / active EE | $2,190 | $1,264+73.3% | $2,125+3.1% | $4,028-45.6% |
| Admin fee / account holder | $170 | $2,010-91.6% | $2,131-92.0% | $5,404-96.9% |