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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 | $106,280-100.0% | $96,538-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | -5.89% | 38.48%-44.4pp | 35.74%-41.6pp | 373.84%-379.7pp |
| Employer contribution / active EE | $7,692 | $4,107+87.3% | $3,740+105.7% | $4,755+61.8% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |