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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 | $531,693-100.0% | $518,057-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 91.7%-91.7pp | 85.7%-85.7pp |
| Annual return | -26.38% | -13.27%-13.1pp | -16.25%-10.1pp | -13.27%-13.1pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $35,595-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $13,176-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $44,019-100.0% | $75,116-100.0% |