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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 | $33,063 | $95,975-65.6% | $74,549-55.7% | $135,379-75.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.18% | 56.96%-68.1pp | 32.53%-43.7pp | 519.79%-531.0pp |
| Employer contribution / active EE | $10,425 | $2,716+283.8% | $1,961+431.6% | $4,779+118.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,059-99.9% | $10,828-100.0% |