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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 | $71,858 | $109,967-34.7% | $97,197-26.1% | $145,877-50.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -15.45% | 244.27%-259.7pp | 75.47%-90.9pp | 551.28%-566.7pp |
| Employer contribution / active EE | $813 | $3,077-73.6% | $2,723-70.2% | $4,663-82.6% |
| Participant deferral / active EE | $2,081 | $4,676-55.5% | $4,263-51.2% | $6,691-68.9% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |