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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 | $27,493 | $61,787-55.5% | $97,197-71.7% | $80,925-66.0% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.7%+25.9pp | 67.7%+30.9pp |
| Annual return | -54.55% | -558.16%+503.6pp | 75.47%-130.0pp | 35.65%-90.2pp |
| Employer contribution / active EE | $13,398 | $1,836+629.7% | $2,723+392.1% | $2,756+386.1% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,170-100.0% | $5,637-100.0% | $6,940-100.0% |