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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 | $142,409-100.0% | $119,634-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -21.93% | -12.46%-9.5pp | -14.98%-7.0pp | 418.37%-440.3pp |
| Employer contribution / active EE | $8,333 | $5,224+59.5% | $4,232+96.9% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |