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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 | $23,964 | $61,789-61.2% | $97,167-75.3% | $80,874-70.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | -20.26% | -557.90%+537.6pp | 75.27%-95.5pp | 35.62%-55.9pp |
| Employer contribution / active EE | $443 | $1,837-75.9% | $2,729-83.8% | $2,756-83.9% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $202 | $5,168-96.1% | $5,650-96.4% | $6,935-97.1% |