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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 | $167,352-100.0% | $143,788-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -28.37% | 0.47%-28.8pp | -0.03%-28.3pp | 418.13%-446.5pp |
| Employer contribution / active EE | $28,242 | $5,620+402.5% | $4,952+470.4% | $4,741+495.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |