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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 | $13,429 | $67,372-80.1% | $60,906-78.0% | $134,532-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.86% | 50.05%-71.9pp | 16.94%-38.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $615 | $3,099-80.1% | $2,703-77.2% | $4,741-87.0% |
| Participant deferral / active EE | $2,370 | $4,532-47.7% | $3,814-37.9% | $6,401-63.0% |
| Admin fee / account holder | $156 | $4,588-96.6% | $3,227-95.2% | $11,429-98.6% |