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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 | $27,311 | $167,362-83.7% | $143,799-81.0% | $134,532-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -47.08% | 0.47%-47.6pp | -0.04%-47.0pp | 418.27%-465.4pp |
| Employer contribution / active EE | $4,005 | $5,620-28.7% | $4,952-19.1% | $4,741-15.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |