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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 | $84,236-100.0% | $170,435-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | -9.22% | 23.06%-32.3pp | 205.94%-215.2pp | 73.15%-82.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,345 | $3,086-24.0% | $4,939-52.5% | $3,332-29.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |