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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 | $0 | $138,072-100.0% | $123,549-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -11.61% | 153.69%-165.3pp | 119.20%-130.8pp | 519.77%-531.4pp |
| Employer contribution / active EE | $15,740 | $5,152+205.5% | $4,628+240.1% | $4,779+229.4% |
| Participant deferral / active EE | $4,625 | $6,799-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |