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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 | $25,880 | $53,128-51.3% | $86,582-70.1% | $70,126-63.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | -42.96% | 27.66%-70.6pp | 965.08%-1008.0pp | 73.15%-116.1pp |
| Employer contribution / active EE | $2,308 | $2,068+11.6% | $2,839-18.7% | $2,343-1.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |