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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 | $167,353-100.0% | $143,797-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -30.15% | 0.48%-30.6pp | -0.04%-30.1pp | 418.37%-448.5pp |
| Employer contribution / active EE | $4,820 | $5,620-14.2% | $4,952-2.7% | $4,742+1.6% |
| Participant deferral / active EE | $11,819 | $6,447+83.3% | $5,638+109.6% | $6,401+84.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |