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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 | $166,089-100.0% | $164,928-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | -3.07% | 100.26%-103.3pp | 70.08%-73.1pp | 550.52%-553.6pp |
| Employer contribution / active EE | $31,352 | $5,276+494.2% | $4,343+621.8% | $4,662+572.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |