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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 | $28,621 | $107,421-73.4% | $182,262-84.3% | $94,015-69.6% |
| Participation rate | 93.3% | 77.8%+15.6pp | 84.2%+9.1pp | 70.8%+22.5pp |
| Annual return | -60.29% | 21.32%-81.6pp | 140.60%-200.9pp | 17.84%-78.1pp |
| Employer contribution / active EE | $11,255 | $3,448+226.4% | $5,046+123.1% | $2,790+303.4% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,692-100.0% | $16,712-100.0% | $8,951-100.0% |