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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 | $86,534 | $106,549-18.8% | $91,225-5.1% | $134,509-35.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -44.62% | 160.73%-205.4pp | 114.10%-158.7pp | 418.13%-462.8pp |
| Employer contribution / active EE | $667 | $3,331-80.0% | $2,851-76.6% | $4,741-85.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $64 | $6,234-99.0% | $5,422-98.8% | $11,427-99.4% |