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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 | $29,987 | $118,919-74.8% | $88,538-66.1% | $152,897-80.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | -21.20% | 47.92%-69.1pp | 43.64%-64.8pp | 345.43%-366.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51 | $5,876-99.1% | $4,310-98.8% | $11,599-99.6% |