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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 | $59,945 | $227,633-73.7% | $189,597-68.4% | $167,553-64.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -42.32% | 78.45%-120.8pp | 64.20%-106.5pp | 478.89%-521.2pp |
| Employer contribution / active EE | $1,295 | $5,317-75.6% | $4,412-70.7% | $4,840-73.2% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |