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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 | $31,441 | $54,370-42.2% | $82,763-62.0% | $68,490-54.1% |
| Participation rate | 86.7% | 63.9%+22.7pp | 72.6%+14.1pp | 67.9%+18.8pp |
| Annual return | -23.58% | -13.67%-9.9pp | 702.45%-726.0pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,086 | $2,219-51.1% | $3,008-63.9% | $2,597-58.2% |
| Participant deferral / active EE | $2,118 | $3,247-34.8% | $4,395-51.8% | $4,028-47.4% |
| Admin fee / account holder | $61 | $4,398-98.6% | $5,325-98.9% | $5,403-98.9% |