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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 | $142,361-100.0% | $119,608-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -20.75% | -12.46%-8.3pp | -14.98%-5.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $31,528 | $5,224+503.6% | $4,232+644.9% | $4,741+565.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |