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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 | $141,004-100.0% | $112,273-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -15.21% | 32.75%-48.0pp | 30.23%-45.4pp | 373.45%-388.7pp |
| Employer contribution / active EE | $1,506 | $4,285-64.8% | $3,431-56.1% | $4,753-68.3% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |