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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 | $37,500 | $87,016-56.9% | $63,244-40.7% | $125,389-70.1% |
| Participation rate | 91.7% | 77.1%+14.6pp | 71.0%+20.6pp | 83.2%+8.5pp |
| Annual return | -11.82% | 21.71%-33.5pp | -70.31%+58.5pp | 282.24%-294.1pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,757 | $3,939+46.1% | $2,953+94.9% | $5,352+7.6% |
| Admin fee / account holder | -$126 | $11,954-101.1% | $5,893-102.1% | $9,541-101.3% |