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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 | $6,116 | $110,039-94.4% | $97,260-93.7% | $145,884-95.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | -12.90% | 244.44%-257.3pp | 75.54%-88.4pp | 551.85%-564.7pp |
| Employer contribution / active EE | $535 | $3,074-82.6% | $2,721-80.3% | $4,662-88.5% |
| Participant deferral / active EE | $3,901 | $4,674-16.5% | $4,262-8.5% | $6,690-41.7% |
| Admin fee / account holder | $206 | $6,204-96.7% | $5,640-96.3% | $13,392-98.5% |