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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 | $95,895-100.0% | $79,576-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -27.80% | -2.72%-25.1pp | 0.15%-27.9pp | 418.13%-445.9pp |
| Employer contribution / active EE | $37,500 | $3,128+1098.7% | $2,413+1454.0% | $4,741+691.1% |
| Participant deferral / active EE | $20,500 | $4,693+336.8% | $3,985+414.4% | $6,400+220.3% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |