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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 | $16,294 | $60,558-73.1% | - | $134,509-87.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | - | 81.2%+18.8pp |
| Annual return | -25.74% | -11.14%-14.6pp | - | 418.13%-443.9pp |
| Employer contribution / active EE | $2,596 | $2,733-5.0% | - | $4,741-45.2% |
| Participant deferral / active EE | $10,851 | $4,114+163.8% | - | $6,400+69.5% |
| Admin fee / account holder | $96 | $4,039-97.6% | - | $11,427-99.2% |