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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 | $161,673-100.0% | $161,673-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | -8.18% | 9.27%-17.4pp | 9.65%-17.8pp | 259.17%-267.3pp |
| Employer contribution / active EE | $9,167 | $32,307-71.6% | $27,458-66.6% | $41,471-77.9% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,502-100.0% |