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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 | $42,976 | $176,402-75.6% | $134,162-68.0% | $158,966-73.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -47.19% | 63.66%-110.8pp | 36.35%-83.5pp | 302.95%-350.1pp |
| Employer contribution / active EE | $873 | $5,042-82.7% | $3,705-76.4% | $4,762-81.7% |
| Participant deferral / active EE | $1,067 | $4,093-73.9% | $3,500-69.5% | $5,983-82.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |