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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 | $167,504-100.0% | $151,628-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -27.49% | 7.81%-35.3pp | 3.34%-30.8pp | 418.13%-445.6pp |
| Employer contribution / active EE | $13,750 | $6,828+101.4% | $6,165+123.0% | $4,741+190.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |