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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 | $27,674 | $108,285-74.4% | $77,552-64.3% | $158,982-82.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -36.44% | 31.69%-68.1pp | 54.82%-91.3pp | 302.99%-339.4pp |
| Employer contribution / active EE | $1,100 | $1,325-17.0% | $987+11.5% | $4,763-76.9% |
| Participant deferral / active EE | $1,492 | $2,455-39.2% | $1,861-19.8% | $5,983-75.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |