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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 | $3,540 | $60,558-94.2% | - | $134,509-97.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | - | 81.2%+18.8pp |
| Annual return | -45.10% | -11.14%-34.0pp | - | 418.13%-463.2pp |
| Employer contribution / active EE | $1,243 | $2,733-54.5% | - | $4,741-73.8% |
| Participant deferral / active EE | $1,971 | $4,114-52.1% | - | $6,400-69.2% |
| Admin fee / account holder | $16 | $4,039-99.6% | - | $11,427-99.9% |