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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 | $28,727 | $108,942-73.6% | $100,415-71.4% | $145,897-80.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -42.75% | 58.27%-101.0pp | 49.47%-92.2pp | 552.29%-595.0pp |
| Employer contribution / active EE | $1,650 | $4,422-62.7% | $3,943-58.2% | $4,663-64.6% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |