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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 | $20,431 | $63,342-67.7% | $92,235-77.8% | $70,131-70.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -7.77% | 530.15%-537.9pp | 176.28%-184.1pp | 73.14%-80.9pp |
| Employer contribution / active EE | $12,511 | $2,471+406.3% | $3,679+240.0% | $2,342+434.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $3,840-99.9% | $5,194-100.0% | $4,645-100.0% |