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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 | $227,541-73.7% | $189,544-68.4% | $167,497-64.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -42.32% | 78.42%-120.7pp | 64.18%-106.5pp | 478.62%-520.9pp |
| Employer contribution / active EE | $1,295 | $5,314-75.6% | $4,411-70.6% | $4,838-73.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,808-100.0% | $12,310-100.0% |