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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 | $57,797 | $92,766-37.7% | $82,763-30.2% | $134,545-57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.12% | 946.97%-974.1pp | 702.45%-729.6pp | 418.37%-445.5pp |
| Employer contribution / active EE | $1,884 | $3,273-42.4% | $3,008-37.4% | $4,742-60.3% |
| Participant deferral / active EE | $4,303 | $4,802-10.4% | $4,395-2.1% | $6,401-32.8% |
| Admin fee / account holder | -$33 | $5,978-100.6% | $5,325-100.6% | $11,431-100.3% |