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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 | $47,023 | $138,075-65.9% | $123,552-61.9% | $135,379-65.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.36% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,499 | $6,800+83.8% | $6,426+94.5% | $5,609+122.8% |
| Admin fee / account holder | $216 | $10,917-98.0% | $9,285-97.7% | $10,828-98.0% |