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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 | $59,107-100.0% | $86,439-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -50.86% | -0.23%-50.6pp | 4395.55%-4446.4pp | -7.84%-43.0pp |
| Employer contribution / active EE | $2,622 | $2,519+4.1% | $3,769-30.4% | $2,596+1.0% |
| Participant deferral / active EE | $6,018 | $5,901+2.0% | $6,952-13.4% | $4,028+49.4% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,732-100.0% | $5,403-100.0% |