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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 | $36,144 | $67,340-46.3% | $60,888-40.6% | $134,493-73.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.76% | 49.97%-75.7pp | 16.91%-42.7pp | 418.01%-443.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,517 | $4,538-22.5% | $3,817-7.9% | $6,400-45.1% |
| Admin fee / account holder | $50 | $4,583-98.9% | $3,225-98.4% | $11,425-99.6% |