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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 | $44,591 | $110,093-59.5% | $97,295-54.2% | $145,897-69.4% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | -41.24% | 244.76%-286.0pp | 75.62%-116.9pp | 552.29%-593.5pp |
| Employer contribution / active EE | $1,472 | $3,077-52.2% | $2,723-46.0% | $4,663-68.4% |
| Participant deferral / active EE | $2,985 | $4,678-36.2% | $4,264-30.0% | $6,689-55.4% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |