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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 | $10,478 | $30,732-65.9% | $59,496-82.4% | $59,633-82.4% |
| Participation rate | 96.8% | 43.2%+53.6pp | 54.6%+42.2pp | 68.7%+28.1pp |
| Annual return | -6.82% | 4.47%-11.3pp | 182.05%-188.9pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $1,579 | $631+150.3% | $1,153+36.9% | $2,203-28.3% |
| Participant deferral / active EE | $774 | $1,183-34.6% | $1,829-57.7% | $3,192-75.7% |
| Admin fee / account holder | $84 | $2,136-96.1% | $2,232-96.3% | $4,297-98.1% |