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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 | $138,393-54.8% | $184,256-66.1% | $80,959-22.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -48.05% | 20.01%-68.1pp | 28.85%-76.9pp | 35.67%-83.7pp |
| Employer contribution / active EE | $24,881 | $4,847+413.3% | $6,427+287.1% | $2,757+802.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |