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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 | $22,816 | $152,542-85.0% | $117,498-80.6% | $134,509-83.0% |
| Participation rate | 95.8% | 77.1%+18.7pp | 70.6%+25.2pp | 81.2%+14.6pp |
| Annual return | -21.29% | 53.02%-74.3pp | 29.75%-51.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $387 | $5,574-93.0% | $4,178-90.7% | $4,741-91.8% |
| Participant deferral / active EE | $1,663 | $4,819-65.5% | $4,071-59.2% | $6,400-74.0% |
| Admin fee / account holder | $27 | $7,006-99.6% | $5,646-99.5% | $11,427-99.8% |