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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 | $12,456 | $82,314-84.9% | $68,808-81.9% | $134,532-90.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -22.22% | -2.18%-20.0pp | -6.37%-15.9pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,694 | $3,301-48.7% | $2,656-36.2% | $4,741-64.3% |
| Participant deferral / active EE | $6,145 | $4,740+29.7% | $3,942+55.9% | $6,401-4.0% |
| Admin fee / account holder | $129 | $6,484-98.0% | $4,936-97.4% | $11,429-98.9% |