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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 | $29,554 | $90,320-67.3% | $59,496-50.3% | $125,389-76.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -7.93% | 369.13%-377.1pp | 182.05%-190.0pp | 282.24%-290.2pp |
| Employer contribution / active EE | $498 | $1,792-72.2% | $1,153-56.8% | $4,866-89.8% |
| Participant deferral / active EE | $12,733 | $2,716+368.8% | $1,829+596.0% | $5,352+137.9% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |