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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 | $42,540 | $90,467-53.0% | $93,759-54.6% | $134,532-68.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -90.47% | -15.72%-74.8pp | -11.33%-79.1pp | 418.27%-508.7pp |
| Employer contribution / active EE | $20,949 | $4,345+382.1% | $4,324+384.5% | $4,741+341.9% |
| Participant deferral / active EE | $20,949 | $5,980+250.3% | $6,096+243.7% | $6,401+227.3% |
| Admin fee / account holder | $51 | $9,258-99.5% | $7,197-99.3% | $11,429-99.6% |