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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 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -17.64% | 911.48%-929.1pp | 651.17%-668.8pp | 519.81%-537.4pp |
| Employer contribution / active EE | $14,210 | $6,420+121.4% | $5,605+153.5% | $4,779+197.4% |
| Participant deferral / active EE | $15,533 | $7,641+103.3% | $6,927+124.3% | $5,609+176.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |