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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 | $92,684-100.0% | $82,706-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -27.15% | 945.84%-973.0pp | 701.76%-728.9pp | 418.13%-445.3pp |
| Employer contribution / active EE | $5,296 | $3,272+61.9% | $3,007+76.1% | $4,741+11.7% |
| Participant deferral / active EE | $9,478 | $4,800+97.5% | $4,394+115.7% | $6,400+48.1% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |