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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 | $39,744 | $105,960-62.5% | $81,726-51.4% | $158,982-75.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -38.05% | 38.19%-76.2pp | 29.49%-67.5pp | 302.99%-341.0pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |