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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 | $106,524-73.1% | $152,301-81.2% | $87,485-67.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | -60.29% | 26.89%-87.2pp | 80.50%-140.8pp | 26.06%-86.4pp |
| Employer contribution / active EE | $11,255 | $3,371+233.9% | $4,624+143.4% | $2,596+333.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |