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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 | $10,194-100.0% | $10,105-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 11.1%-11.1pp | 48.7%-48.7pp |
| Annual return | -19.82% | -8.45%-11.4pp | 16.23%-36.0pp | -2.16%-17.7pp |
| Employer contribution / active EE | $13,095 | $21,995-40.5% | $17,605-25.6% | $42,949-69.5% |
| Participant deferral / active EE | $0 | $169-100.0% | $237-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | $12,572-100.0% |