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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 | $42,904 | $210,991-79.7% | $153,741-72.1% | $145,897-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -60.96% | 13.46%-74.4pp | 15.71%-76.7pp | 552.29%-613.3pp |
| Employer contribution / active EE | $3,000 | $6,057-50.5% | $5,042-40.5% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $60 | $19,490-99.7% | $12,749-99.5% | $13,390-99.6% |