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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 | $22,461 | $49,897-55.0% | $80,648-72.1% | $75,177-70.1% |
| Participation rate | 90.0% | 55.3%+34.7pp | 67.0%+23.0pp | 67.2%+22.8pp |
| Annual return | -27.05% | 34.68%-61.7pp | 937.21%-964.3pp | 160.75%-187.8pp |
| Employer contribution / active EE | $833 | $1,699-51.0% | $2,724-69.4% | $2,671-68.8% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20 | $3,579-99.4% | $5,382-99.6% | $5,651-99.6% |