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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 | $111,785-59.6% | $93,669-51.8% | $145,877-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -50.88% | 203.79%-254.7pp | 133.59%-184.5pp | 551.28%-602.2pp |
| Employer contribution / active EE | $10,634 | $3,096+243.5% | $2,424+338.8% | $4,663+128.1% |
| Participant deferral / active EE | $2,229 | $4,919-54.7% | $4,416-49.5% | $6,691-66.7% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |