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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 | $75,959-100.0% | $154,114-100.0% | $64,181-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -10.41% | 30.32%-40.7pp | 735.16%-745.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,169 | $3,350-65.1% | $5,298-77.9% | $2,381-50.9% |
| Participant deferral / active EE | $3,533 | $3,175+11.3% | $5,081-30.5% | $3,470+1.8% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |