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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 | $7,959 | $101,618-92.2% | $93,063-91.4% | $137,256-94.2% |
| Participation rate | 95.8% | 74.9%+20.9pp | 72.1%+23.7pp | 80.0%+15.9pp |
| Annual return | -41.15% | 223.95%-265.1pp | 34.15%-75.3pp | 220.34%-261.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |