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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 | $16,771 | $59,111-71.6% | $86,451-80.6% | $68,490-75.5% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -21.55% | -0.22%-21.3pp | 4398.51%-4420.1pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,361 | $2,519-6.3% | $3,770-37.4% | $2,597-9.1% |
| Participant deferral / active EE | $5,920 | $5,900+0.3% | $6,953-14.9% | $4,028+47.0% |
| Admin fee / account holder | $280 | $5,640-95.0% | $6,734-95.8% | $5,403-94.8% |