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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 | $15,603 | $94,439-83.5% | $73,658-78.8% | $154,746-89.9% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | -90.48% | 28.25%-118.7pp | 29.72%-120.2pp | 172.34%-262.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |