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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 | $57,425 | $93,346-38.5% | $71,796-20.0% | $273,972-79.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -9.86% | 130.39%-140.3pp | 78.04%-87.9pp | 41.46%-51.3pp |
| Employer contribution / active EE | $12,149 | $2,733+344.5% | $1,924+531.3% | $4,869+149.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |