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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $531,693-100.0% | - | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | - | 85.7%-85.7pp |
| Annual return | -25.35% | -13.27%-12.1pp | -8.13%-17.2pp | -13.27%-12.1pp |
| Employer contribution / active EE | $64,125 | $26,843+138.9% | $26,184+144.9% | $26,843+138.9% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $0 | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | - | $75,116-100.0% |