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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 | $24,688 | $158,852-84.5% | $121,220-79.6% | $135,380-81.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | -9.61% | -0.64%-9.0pp | 16.94%-26.5pp | 519.81%-529.4pp |
| Employer contribution / active EE | $715 | $5,666-87.4% | $4,023-82.2% | $4,779-85.0% |
| Participant deferral / active EE | $2,128 | $4,006-46.9% | $3,345-36.4% | $5,609-62.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |