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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 | $26,141 | $107,368-75.7% | $92,915-71.9% | $152,909-82.9% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | -52.96% | 145.64%-198.6pp | 109.45%-162.4pp | 345.46%-398.4pp |
| Employer contribution / active EE | $2,911 | $4,222-31.0% | $3,653-20.3% | $4,764-38.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $189 | $7,082-97.3% | $5,796-96.7% | $11,601-98.4% |