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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 | $67,961 | $107,809-37.0% | $97,032-30.0% | $155,188-56.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | -80.08% | 38.06%-118.1pp | 35.38%-115.5pp | 148.84%-228.9pp |
| Employer contribution / active EE | $3,000 | $2,911+3.1% | $2,629+14.1% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |