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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 | $201,344-100.0% | $184,243-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | -58.47% | 29.01%-87.5pp | 28.82%-87.3pp | 551.28%-609.8pp |
| Employer contribution / active EE | $4,270 | $7,022-39.2% | $6,427-33.6% | $4,663-8.4% |
| Participant deferral / active EE | $16,005 | $9,807+63.2% | $9,132+75.3% | $6,691+139.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |