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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 | $12,538 | $95,188-86.8% | $76,518-83.6% | $135,379-90.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -12.64% | 4.85%-17.5pp | -0.27%-12.4pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,272 | $3,303-61.5% | $2,647-52.0% | $4,779-73.4% |
| Participant deferral / active EE | $4,092 | $4,640-11.8% | $3,836+6.7% | $5,609-27.1% |
| Admin fee / account holder | $26 | $6,249-99.6% | $4,849-99.5% | $10,828-99.8% |