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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 | $10,926 | $67,352-83.8% | $60,899-82.1% | $134,509-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.78% | 49.99%-71.8pp | 16.92%-38.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,595 | $4,539-20.8% | $3,817-5.8% | $6,400-43.8% |
| Admin fee / account holder | $60 | $4,585-98.7% | $3,225-98.1% | $11,427-99.5% |