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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 | $138,076-100.0% | $123,553-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -18.90% | 153.70%-172.6pp | 119.21%-138.1pp | 519.81%-538.7pp |
| Employer contribution / active EE | $18,000 | $5,152+249.4% | $4,628+288.9% | $4,779+276.7% |
| Participant deferral / active EE | $17,000 | $6,800+150.0% | $6,426+164.6% | $5,609+203.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |