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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 | $61,815-61.2% | $97,295-75.4% | $80,959-70.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -20.26% | -558.73%+538.5pp | 75.62%-95.9pp | 35.67%-55.9pp |
| Employer contribution / active EE | $443 | $1,836-75.9% | $2,723-83.7% | $2,757-83.9% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $202 | $5,166-96.1% | $5,646-96.4% | $6,925-97.1% |