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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 | $106,985 | $125,190-14.5% | $105,624+1.3% | $145,897-26.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -31.98% | 225.22%-257.2pp | 116.20%-148.2pp | 552.29%-584.3pp |
| Employer contribution / active EE | $1,355 | $3,720-63.6% | $3,168-57.2% | $4,663-70.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |