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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 | $8,423 | $49,896-83.1% | $80,627-89.6% | $75,173-88.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -8.32% | 34.67%-43.0pp | 936.76%-945.1pp | 160.72%-169.0pp |
| Employer contribution / active EE | $1,389 | $1,699-18.2% | $2,723-49.0% | $2,671-48.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $162 | $3,578-95.5% | $5,381-97.0% | $5,651-97.1% |