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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 | $27,090 | $76,551-64.6% | $123,894-78.1% | $62,881-56.9% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | -68.68% | 18.68%-87.4pp | 47.52%-116.2pp | 20.14%-88.8pp |
| Employer contribution / active EE | $16,667 | $2,882+478.2% | $4,617+261.0% | $2,281+630.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |