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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 | $479,618-100.0% | $170,148-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 83.3%-83.3pp | 89.3%-89.3pp |
| Annual return | -56.77% | 101.32%-158.1pp | -15.63%-41.1pp | 101.32%-158.1pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $39,330-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $5,444-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $21,191-100.0% | $12,520-100.0% |