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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 | $102,474 | $117,777-13.0% | $71,778+42.8% | $134,545-23.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -32.08% | 25.46%-57.5pp | 9.15%-41.2pp | 418.37%-450.5pp |
| Employer contribution / active EE | $670 | $2,525-73.5% | $1,704-60.7% | $4,742-85.9% |
| Participant deferral / active EE | $1,238 | $3,756-67.0% | $2,656-53.4% | $6,401-80.7% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |