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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 | $220,997-100.0% | $379,218-100.0% | $220,997-100.0% |
| Participation rate | 0.0% | 93.2%-93.2pp | 100.0%-100.0pp | 93.2%-93.2pp |
| Annual return | -18.82% | 7.75%-26.6pp | 12.75%-31.6pp | 7.75%-26.6pp |
| Employer contribution / active EE | $0 | $18,615-100.0% | $4,000-100.0% | $18,615-100.0% |
| Participant deferral / active EE | $31,000 | $9,671+220.6% | $17,500+77.1% | $9,671+220.6% |
| Admin fee / account holder | $0 | $66,349-100.0% | - | $66,349-100.0% |