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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 | $32,228 | $131,835-75.6% | $108,582-70.3% | $273,972-88.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -87.19% | -91.57%+4.4pp | -51.70%-35.5pp | 41.46%-128.6pp |
| Employer contribution / active EE | $872 | $4,913-82.2% | $3,758-76.8% | $4,869-82.1% |
| Participant deferral / active EE | $10,629 | $5,127+107.3% | $4,311+146.6% | $5,287+101.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |