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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 | $44,836 | $113,338-60.4% | $94,993-52.8% | $147,586-69.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -37.36% | 20.80%-58.2pp | 27.14%-64.5pp | 578.59%-616.0pp |
| Employer contribution / active EE | $245 | $3,160-92.3% | $2,603-90.6% | $4,876-95.0% |
| Participant deferral / active EE | $612 | $3,777-83.8% | $3,317-81.6% | $5,439-88.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |