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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 | $107,941-100.0% | $91,994-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | -13.03% | 89.28%-102.3pp | 69.04%-82.1pp | 345.46%-358.5pp |
| Employer contribution / active EE | $60,000 | $4,212+1324.7% | $3,453+1637.8% | $4,764+1159.5% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |