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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 | $34,603 | $152,527-77.3% | $117,490-70.5% | $134,493-74.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -24.36% | 53.00%-77.4pp | 29.75%-54.1pp | 418.01%-442.4pp |
| Employer contribution / active EE | $20,488 | $5,572+267.7% | $4,177+390.5% | $4,740+332.2% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,005-100.0% | $5,646-100.0% | $11,425-100.0% |