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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 | $24,047 | $91,911-73.8% | $68,612-65.0% | $135,379-82.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -11.67% | -8.22%-3.5pp | -4.63%-7.0pp | 519.79%-531.5pp |
| Employer contribution / active EE | $2,928 | $3,924-25.4% | $2,625+11.5% | $4,779-38.7% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |