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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 | $142,392-100.0% | $119,622-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -24.10% | -12.46%-11.6pp | -14.98%-9.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $7,976 | $5,224+52.7% | $4,232+88.5% | $4,741+68.2% |
| Participant deferral / active EE | $11,121 | $6,467+72.0% | $5,601+98.6% | $6,401+73.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |