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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 | $14,635 | $58,234-74.9% | $81,783-82.1% | $80,874-81.9% |
| Participation rate | 98.4% | 63.4%+34.9pp | 72.4%+26.0pp | 67.6%+30.7pp |
| Annual return | -41.92% | 41.70%-83.6pp | 775.05%-817.0pp | 35.62%-77.5pp |
| Employer contribution / active EE | $8,197 | $2,341+250.1% | $2,913+181.4% | $2,756+197.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |