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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 | $32,472 | $81,668-60.2% | $58,507-44.5% | $139,487-76.7% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.8pp | 80.3%+5.4pp |
| Annual return | -8.96% | 7430.07%-7439.0pp | 4252.32%-4261.3pp | 373.84%-382.8pp |
| Employer contribution / active EE | $255 | $1,398-81.7% | $1,053-75.7% | $4,755-94.6% |
| Participant deferral / active EE | $255 | $2,554-90.0% | $1,922-86.7% | $6,713-96.2% |
| Admin fee / account holder | $206 | $3,212-93.6% | $2,486-91.7% | $11,407-98.2% |