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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 | $95,915-100.0% | $79,580-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -27.80% | -2.71%-25.1pp | 0.15%-28.0pp | 418.27%-446.1pp |
| Employer contribution / active EE | $37,500 | $3,129+1098.6% | $2,413+1453.8% | $4,741+691.0% |
| Participant deferral / active EE | $20,500 | $4,693+336.8% | $3,985+414.4% | $6,401+220.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |