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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 | $29,991 | $106,923-72.0% | $84,023-64.3% | $152,909-80.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -56.08% | 105.02%-161.1pp | 71.32%-127.4pp | 345.46%-401.5pp |
| Employer contribution / active EE | $1,603 | $2,735-41.4% | $1,984-19.2% | $4,764-66.4% |
| Participant deferral / active EE | $2,550 | $4,013-36.5% | $3,239-21.3% | $5,851-56.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |