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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 | $6,693 | $32,117-79.2% | $71,089-90.6% | $64,173-89.6% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -11.10% | -5.57%-5.5pp | 650.65%-661.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,068 | $712+49.9% | $1,088-1.8% | $2,381-55.2% |
| Participant deferral / active EE | $2,325 | $1,263+84.1% | $1,873+24.2% | $3,470-33.0% |
| Admin fee / account holder | $111 | $2,759-96.0% | $3,082-96.4% | $4,887-97.7% |