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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 | $100,901-100.0% | $75,670-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.3%-72.3pp | 82.8%-82.8pp |
| Annual return | -4.63% | 35.78%-40.4pp | 27.34%-32.0pp | 578.57%-583.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |