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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 | $16,055 | $82,314-80.5% | $68,808-76.7% | $134,532-88.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.84% | -2.18%-18.7pp | -6.37%-14.5pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,729 | $3,301-47.6% | $2,656-34.9% | $4,741-63.5% |
| Participant deferral / active EE | $2,145 | $4,740-54.7% | $3,942-45.6% | $6,401-66.5% |
| Admin fee / account holder | $219 | $6,484-96.6% | $4,936-95.6% | $11,429-98.1% |