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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 | $58,520 | $95,975-39.0% | $74,552-21.5% | $135,382-56.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.16% | 56.96%-69.1pp | 32.53%-44.7pp | 519.77%-531.9pp |
| Employer contribution / active EE | $9,000 | $2,716+231.4% | $1,961+359.0% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30 | $6,522-99.5% | $5,060-99.4% | $10,829-99.7% |