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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 | $7,206 | $117,694-93.9% | $71,755-90.0% | $134,532-94.6% |
| Participation rate | 82.4% | 68.8%+13.5pp | 62.3%+20.0pp | 81.2%+1.1pp |
| Annual return | -24.80% | 25.33%-50.1pp | 9.09%-33.9pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,050 | $2,523-58.4% | $1,704-38.3% | $4,741-77.8% |
| Participant deferral / active EE | $2,560 | $3,753-31.8% | $2,656-3.6% | $6,401-60.0% |
| Admin fee / account holder | $34 | $6,374-99.5% | $3,972-99.2% | $11,429-99.7% |