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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 | $24,832 | $133,998-81.5% | $112,263-77.9% | $134,545-81.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -26.73% | 47.17%-73.9pp | 27.49%-54.2pp | 418.37%-445.1pp |
| Employer contribution / active EE | $979 | $4,040-75.8% | $3,636-73.1% | $4,742-79.4% |
| Participant deferral / active EE | $4,205 | $5,292-20.5% | $4,729-11.1% | $6,401-34.3% |
| Admin fee / account holder | $15 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |