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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 | $2,373 | $27,639-91.4% | $61,501-96.1% | $68,490-96.5% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.4pp | 67.9%+26.0pp |
| Annual return | -23.46% | -13.19%-10.3pp | 339.04%-362.5pp | -7.85%-15.6pp |
| Employer contribution / active EE | $638 | $696-8.3% | $1,160-44.9% | $2,597-75.4% |
| Participant deferral / active EE | $1,653 | $1,264+30.8% | $2,125-22.2% | $4,028-59.0% |
| Admin fee / account holder | $104 | $2,012-94.8% | $2,132-95.1% | $5,403-98.1% |