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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 | $74,004 | $116,203-36.3% | $93,621-21.0% | $152,897-51.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -5.87% | 35.96%-41.8pp | 32.76%-38.6pp | 345.43%-351.3pp |
| Employer contribution / active EE | $1,667 | $3,219-48.2% | $2,719-38.7% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |