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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 | $738,296-100.0% | $731,371-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 88.1%-88.1pp | 88.3%-88.3pp | 89.3%-89.3pp |
| Annual return | -8.54% | 476.14%-484.7pp | 451.29%-459.8pp | 101.32%-109.9pp |
| Employer contribution / active EE | $10,000 | $27,265-63.3% | $26,883-62.8% | $22,484-55.5% |
| Participant deferral / active EE | $4,188 | $5,194-19.4% | $5,194-19.4% | $7,699-45.6% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,520-100.0% |