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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 | $55,991 | $124,330-55.0% | $109,173-48.7% | $167,536-66.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -62.52% | 26.04%-88.6pp | 25.75%-88.3pp | 478.82%-541.3pp |
| Employer contribution / active EE | $1,364 | $4,209-67.6% | $3,723-63.4% | $4,839-71.8% |
| Participant deferral / active EE | $3,788 | $5,256-27.9% | $4,654-18.6% | $6,342-40.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |