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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 | $56,199-100.0% | $67,652-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | -4.45% | 18505.31%-18509.8pp | 6625.04%-6629.5pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $3,125 | $1,614+93.6% | $2,266+37.9% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |