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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 | $20,738 | $54,763-62.1% | $90,324-77.0% | $72,976-71.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -33.05% | 30.63%-63.7pp | 78.15%-111.2pp | 81.02%-114.1pp |
| Employer contribution / active EE | $6,145 | $2,093+193.6% | $2,856+115.2% | $2,440+151.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |