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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 | $23,197 | $95,975-75.8% | $74,552-68.9% | $135,382-82.9% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -9.66% | 56.96%-66.6pp | 32.53%-42.2pp | 519.77%-529.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,149 | $3,844-18.1% | $3,108+1.3% | $5,609-43.9% |
| Admin fee / account holder | $131 | $6,522-98.0% | $5,060-97.4% | $10,829-98.8% |