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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 | $106,551-100.0% | $91,225-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.2%-73.2pp | 81.2%-81.2pp |
| Annual return | -23.40% | 160.78%-184.2pp | 114.12%-137.5pp | 418.27%-441.7pp |
| Employer contribution / active EE | $9,796 | $3,331+194.0% | $2,851+243.6% | $4,741+106.6% |
| Participant deferral / active EE | $8,776 | $4,718+86.0% | $4,233+107.3% | $6,401+37.1% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |