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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 | $17,306 | $93,124-81.4% | $77,100-77.6% | $134,545-87.1% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -27.58% | 62.68%-90.3pp | 42.35%-69.9pp | 418.37%-446.0pp |
| Employer contribution / active EE | $1,649 | $3,421-51.8% | $2,815-41.4% | $4,742-65.2% |
| Participant deferral / active EE | $2,350 | $5,242-55.2% | $4,430-46.9% | $6,401-63.3% |
| Admin fee / account holder | $55 | $6,970-99.2% | $5,443-99.0% | $11,431-99.5% |