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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 | $25,103 | $95,917-73.8% | $79,583-68.5% | $134,545-81.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -45.50% | -2.70%-42.8pp | 0.16%-45.7pp | 418.37%-463.9pp |
| Employer contribution / active EE | $1,532 | $3,129-51.0% | $2,414-36.5% | $4,742-67.7% |
| Participant deferral / active EE | $2,487 | $4,694-47.0% | $3,986-37.6% | $6,401-61.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |