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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 | $65,757 | $100,805-34.8% | $86,698-24.2% | $134,532-51.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.47% | 29.09%-51.6pp | 35.95%-58.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,932 | $5,339-63.8% | $4,656-58.5% | $6,401-69.8% |
| Admin fee / account holder | $8 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |