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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 | $5,459 | $82,324-93.4% | $68,803-92.1% | $134,545-95.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -25.45% | -2.17%-23.3pp | -6.37%-19.1pp | 418.37%-443.8pp |
| Employer contribution / active EE | $1,093 | $3,302-66.9% | $2,656-58.9% | $4,742-77.0% |
| Participant deferral / active EE | $2,016 | $4,740-57.5% | $3,942-48.9% | $6,401-68.5% |
| Admin fee / account holder | $20 | $6,485-99.7% | $4,936-99.6% | $11,431-99.8% |