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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 | $17,081 | $95,580-82.1% | $76,872-77.8% | $139,466-87.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -7.39% | 55.00%-62.4pp | 37.90%-45.3pp | 373.66%-381.1pp |
| Employer contribution / active EE | $2,588 | $3,145-17.7% | $2,533+2.2% | $4,754-45.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |