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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 | $84,464-100.0% | $61,399-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -26.26% | 585.06%-611.3pp | 338.81%-365.1pp | 418.13%-444.4pp |
| Employer contribution / active EE | $5,915 | $1,545+282.9% | $1,159+410.1% | $4,741+24.8% |
| Participant deferral / active EE | $15,819 | $2,818+461.3% | $2,124+644.7% | $6,400+147.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |