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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 | $13,948 | $95,188-85.3% | $76,518-81.8% | $135,380-89.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -12.57% | 4.85%-17.4pp | -0.27%-12.3pp | 519.81%-532.4pp |
| Employer contribution / active EE | $1,794 | $3,303-45.7% | $2,647-32.2% | $4,779-62.5% |
| Participant deferral / active EE | $2,270 | $4,640-51.1% | $3,836-40.8% | $5,609-59.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |