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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 | $4,006 | $27,639-85.5% | $61,501-93.5% | $68,490-94.2% |
| Participation rate | 70.4% | 39.5%+30.9pp | 52.6%+17.8pp | 67.9%+2.5pp |
| Annual return | -21.76% | -13.19%-8.6pp | 339.04%-360.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $560 | $696-19.5% | $1,160-51.7% | $2,597-78.4% |
| Participant deferral / active EE | $1,190 | $1,264-5.8% | $2,125-44.0% | $4,028-70.4% |
| Admin fee / account holder | $60 | $2,012-97.0% | $2,132-97.2% | $5,403-98.9% |