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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 | $46,494 | $167,533-72.2% | $151,645-69.3% | $134,545-65.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -50.38% | 7.81%-58.2pp | 3.34%-53.7pp | 418.37%-468.7pp |
| Employer contribution / active EE | $4,492 | $6,828-34.2% | $6,165-27.1% | $4,742-5.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |