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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 | $94,080 | $118,708-20.7% | $98,920-4.9% | $158,966-40.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -26.05% | 372.49%-398.5pp | 196.47%-222.5pp | 302.95%-329.0pp |
| Employer contribution / active EE | $859 | $3,334-74.2% | $2,689-68.1% | $4,762-82.0% |
| Participant deferral / active EE | $7,486 | $5,089+47.1% | $4,245+76.3% | $5,983+25.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |