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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 | $138,102-100.0% | $125,381-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -20.78% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $4,334 | $5,245-17.4% | $4,815-10.0% | $4,741-8.6% |
| Participant deferral / active EE | $15,750 | $7,801+101.9% | $7,448+111.5% | $6,401+146.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |