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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 | $165,381-100.0% | $149,730-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -10.35% | 348.29%-358.6pp | 276.70%-287.0pp | 302.95%-313.3pp |
| Employer contribution / active EE | $9,788 | $5,104+91.8% | $4,645+110.7% | $4,762+105.5% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |