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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 | $45,174 | $111,878-59.6% | $93,727-51.8% | $145,897-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -50.88% | 204.28%-255.2pp | 133.83%-184.7pp | 552.29%-603.2pp |
| Employer contribution / active EE | $10,634 | $3,092+243.9% | $2,421+339.2% | $4,663+128.1% |
| Participant deferral / active EE | $2,229 | $4,920-54.7% | $4,417-49.5% | $6,689-66.7% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,292-99.6% | $13,390-99.7% |