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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 | $39,984 | $197,819-79.8% | $155,789-74.3% | $125,389-68.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -10.07% | 86.73%-96.8pp | 71.54%-81.6pp | 282.24%-292.3pp |
| Employer contribution / active EE | $8,891 | $4,850+83.3% | $3,839+131.6% | $4,866+82.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |