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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 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -2.46% | 348.34%-350.8pp | 276.72%-279.2pp | 302.99%-305.5pp |
| Employer contribution / active EE | $18,024 | $5,105+253.1% | $4,646+288.0% | $4,763+278.4% |
| Participant deferral / active EE | $5,643 | $7,183-21.4% | $6,843-17.5% | $5,983-5.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |