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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 | $138,114-100.0% | $125,391-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -38.13% | 750.88%-789.0pp | 572.41%-610.5pp | 418.37%-456.5pp |
| Employer contribution / active EE | $4,875 | $5,246-7.1% | $4,816+1.2% | $4,742+2.8% |
| Participant deferral / active EE | $8,748 | $7,801+12.1% | $7,448+17.5% | $6,401+36.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |