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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 | $52,435 | $48,274+8.6% | $63,244-17.1% | $59,633-12.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -43.72% | -240.79%+197.1pp | -70.31%+26.6pp | 2041.45%-2085.2pp |
| Employer contribution / active EE | $9,938 | $1,586+526.5% | $2,322+328.0% | $2,203+351.2% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |