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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 | $48,880 | $138,076-64.6% | $123,553-60.4% | $135,380-63.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.62% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $22,000 | $6,800+223.6% | $6,426+242.4% | $5,609+292.2% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |