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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 | $33,865 | $49,177-31.1% | $79,467-57.4% | $64,173-47.2% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.6%+14.4pp |
| Annual return | -12.27% | -1.16%-11.1pp | 718.30%-730.6pp | 7.63%-19.9pp |
| Employer contribution / active EE | $458 | $2,076-77.9% | $2,800-83.6% | $2,381-80.7% |
| Participant deferral / active EE | $812 | $2,821-71.2% | $3,704-78.1% | $3,470-76.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |