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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 | $5,176 | $27,639-81.3% | $61,501-91.6% | $68,490-92.4% |
| Participation rate | 76.7% | 39.5%+37.2pp | 52.6%+24.1pp | 67.9%+8.8pp |
| Annual return | -25.36% | -13.19%-12.2pp | 339.04%-364.4pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,194 | $696+71.6% | $1,160+3.0% | $2,597-54.0% |
| Participant deferral / active EE | $2,193 | $1,264+73.6% | $2,125+3.2% | $4,028-45.6% |
| Admin fee / account holder | $168 | $2,012-91.6% | $2,132-92.1% | $5,403-96.9% |