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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 | $109,908-59.4% | $97,161-54.1% | $145,978-69.5% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | -41.24% | 243.80%-285.0pp | 75.36%-116.6pp | 550.52%-591.8pp |
| Employer contribution / active EE | $1,472 | $3,077-52.2% | $2,723-46.0% | $4,662-68.4% |
| Participant deferral / active EE | $2,985 | $4,679-36.2% | $4,265-30.0% | $6,690-55.4% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |