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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 | $209,336-100.0% | $197,124-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | -15.60% | 48.09%-63.7pp | 44.34%-59.9pp | 220.34%-235.9pp |
| Employer contribution / active EE | $4,353 | $6,591-34.0% | $6,227-30.1% | $4,156+4.7% |
| Participant deferral / active EE | $14,200 | $9,614+47.7% | $9,135+55.4% | $6,407+121.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |