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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 | $58,275-74.9% | $81,844-82.1% | $80,935-81.9% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.4%+26.0pp | 67.7%+30.7pp |
| Annual return | -41.92% | 41.82%-83.7pp | 778.87%-820.8pp | 35.66%-77.6pp |
| Employer contribution / active EE | $8,197 | $2,346+249.4% | $2,916+181.1% | $2,757+197.3% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |