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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 | $62,504 | $138,385-54.8% | $184,200-66.1% | $80,874-22.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -48.05% | 20.02%-68.1pp | 28.80%-76.8pp | 35.62%-83.7pp |
| Employer contribution / active EE | $24,881 | $4,849+413.1% | $6,424+287.3% | $2,756+802.9% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |