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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 | $859,867-100.0% | $488,643-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 92.3%-92.3pp | 85.0%-85.0pp |
| Annual return | -27.78% | 11.50%-39.3pp | 12.77%-40.6pp | 11.50%-39.3pp |
| Employer contribution / active EE | $68,826 | $22,247+209.4% | $31,501+118.5% | $22,247+209.4% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $11,356-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $3,596-100.0% | $31,890-100.0% |