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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 | -14.41% | 153.70%-168.1pp | 119.21%-133.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $8,000 | $5,152+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $10,000 | $6,800+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |