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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 | $21,120 | $67,385-68.7% | $60,919-65.3% | $134,554-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.84% | 50.13%-75.0pp | 16.98%-41.8pp | 418.46%-443.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24 | $4,587-99.5% | $3,226-99.3% | $11,430-99.8% |