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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 | $55,970 | $211,946-73.6% | $169,452-67.0% | $135,380-58.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -76.51% | 3.26%-79.8pp | 1.83%-78.3pp | 519.81%-596.3pp |
| Employer contribution / active EE | $24,497 | $5,117+378.7% | $4,157+489.3% | $4,779+412.6% |
| Participant deferral / active EE | $18,632 | $6,075+206.7% | $5,277+253.1% | $5,609+232.2% |
| Admin fee / account holder | $20 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |