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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 | $152,612-100.0% | $125,192-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | -0.04% | 54.85%-54.9pp | 43.79%-43.8pp | 345.43%-345.5pp |
| Employer contribution / active EE | $7,500 | $4,947+51.6% | $3,866+94.0% | $4,764+57.4% |
| Participant deferral / active EE | $4,787 | $5,868-18.4% | $4,937-3.0% | $5,851-18.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |