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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 | $21,255 | $95,915-77.8% | $79,580-73.3% | $134,532-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -62.41% | -2.71%-59.7pp | 0.15%-62.6pp | 418.27%-480.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,710 | $4,693+192.1% | $3,985+244.0% | $6,401+114.2% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |