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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 | $3,427 | $25,014-86.3% | $69,632-95.1% | $80,959-95.8% |
| Participation rate | 98.5% | 64.2%+34.2pp | 66.4%+32.0pp | 67.7%+30.8pp |
| Annual return | -38.02% | 19.08%-57.1pp | 101.32%-139.3pp | 35.67%-73.7pp |
| Employer contribution / active EE | $479 | $991-51.6% | $1,708-71.9% | $2,757-82.6% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,889-100.0% | $4,300-100.0% |
| Admin fee / account holder | $34 | $2,491-98.6% | $4,695-99.3% | $6,925-99.5% |