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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 | $22,691 | $48,570-53.3% | $130,660-82.6% | $72,976-68.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | -16.17% | 38.63%-54.8pp | 1709.29%-1725.5pp | 81.02%-97.2pp |
| Employer contribution / active EE | $3,670 | $1,334+175.1% | $4,092-10.3% | $2,440+50.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |