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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 | $14,432 | $90,486-84.1% | $78,676-81.7% | $273,972-94.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | -0.90% | 75.62%-76.5pp | 62.19%-63.1pp | 41.46%-42.4pp |
| Employer contribution / active EE | $453 | $3,175-85.7% | $2,850-84.1% | $4,869-90.7% |
| Participant deferral / active EE | $6,795 | $3,901+74.2% | $3,517+93.2% | $5,287+28.5% |
| Admin fee / account holder | $16 | $5,263-99.7% | $4,510-99.7% | $10,133-99.8% |