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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 | $42,319 | $89,370-52.6% | $141,197-70.0% | $72,976-42.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -68.64% | 111.88%-180.5pp | 71.41%-140.0pp | 81.02%-149.7pp |
| Employer contribution / active EE | $24,177 | $3,115+676.2% | $4,736+410.5% | $2,440+890.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $63 | $5,957-98.9% | $10,265-99.4% | $5,124-98.8% |