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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 | $75,198 | $122,962-38.8% | $71,585+5.0% | $138,895-45.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | -37.77% | 37.84%-75.6pp | 59.26%-97.0pp | 145.39%-183.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |