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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 | $293,085-100.0% | $293,085-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 86.7%-86.7pp | 86.7%-86.7pp | 90.6%-90.6pp |
| Annual return | -329.16% | -28.53%-300.6pp | -21.55%-307.6pp | 10.77%-339.9pp |
| Employer contribution / active EE | $0 | $6,436-100.0% | $5,774-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $4,334-100.0% | $3,831-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $5,672-100.0% | $5,672-100.0% | $18,309-100.0% |