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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 | $12,585 | $110,337-88.6% | $102,383-87.7% | $145,877-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -56.50% | 24.83%-81.3pp | 24.94%-81.4pp | 551.28%-607.8pp |
| Employer contribution / active EE | $6,375 | $4,216+51.2% | $3,870+64.7% | $4,663+36.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |