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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 | $7,344 | $32,117-77.1% | $71,086-89.7% | $64,173-88.6% |
| Participation rate | 72.0% | 42.7%+29.3pp | 54.7%+17.4pp | 69.6%+2.5pp |
| Annual return | -10.56% | -5.57%-5.0pp | 650.59%-661.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $973 | $712+36.6% | $1,088-10.5% | $2,381-59.1% |
| Participant deferral / active EE | $2,230 | $1,263+76.6% | $1,874+19.0% | $3,470-35.7% |
| Admin fee / account holder | $226 | $2,759-91.8% | $3,082-92.7% | $4,887-95.4% |