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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 | $33,406 | $45,152-26.0% | $73,836-54.8% | $59,633-44.0% |
| Participation rate | 80.0% | 64.0%+16.0pp | 73.4%+6.6pp | 68.7%+11.3pp |
| Annual return | -5.48% | 27.40%-32.9pp | 2268.06%-2273.5pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $1,818 | $1,901-4.4% | $2,787-34.8% | $2,203-17.5% |
| Participant deferral / active EE | $1,944 | $2,573-24.5% | $3,583-45.8% | $3,192-39.1% |
| Admin fee / account holder | $254 | $3,515-92.8% | $4,882-94.8% | $4,297-94.1% |