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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 | $93,021 | $149,333-37.7% | $106,387-12.6% | $135,380-31.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -32.88% | 0.52%-33.4pp | 0.25%-33.1pp | 519.81%-552.7pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |