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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 | $62,080 | $91,911-32.5% | $68,793-9.8% | $135,382-54.1% |
| Participation rate | 95.8% | 76.7%+19.1pp | 72.2%+23.6pp | 82.6%+13.2pp |
| Annual return | -10.32% | -8.22%-2.1pp | -4.63%-5.7pp | 519.77%-530.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $9,240-99.5% | $5,131-99.1% | $10,829-99.6% |