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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 | $39,367 | $112,933-65.1% | $90,970-56.7% | $158,982-75.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -4.33% | 215.82%-220.2pp | 134.60%-138.9pp | 302.99%-307.3pp |
| Employer contribution / active EE | $1,773 | $2,893-38.7% | $2,122-16.5% | $4,763-62.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $188 | $8,047-97.7% | $5,961-96.9% | $11,252-98.3% |