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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 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | -28.26% | -8.20%-20.1pp | -8.04%-20.2pp | -5.25%-23.0pp |
| Employer contribution / active EE | $6,250 | $6,164+1.4% | $29,691-79.0% | $15,161-58.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |