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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 | $61,816-55.5% | $97,260-71.7% | $80,935-66.0% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.7%+25.9pp | 67.7%+30.9pp |
| Annual return | -54.55% | -558.73%+504.2pp | 75.54%-130.1pp | 35.66%-90.2pp |
| Employer contribution / active EE | $13,398 | $1,836+629.6% | $2,721+392.4% | $2,757+386.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,640-100.0% | $6,924-100.0% |