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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 | $263,064-100.0% | $535,792-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | -10.00% | -1.59%-8.4pp | -4.05%-6.0pp | -1.59%-8.4pp |
| Employer contribution / active EE | $61,625 | $33,160+85.8% | $23,870+158.2% | $33,160+85.8% |
| Participant deferral / active EE | $0 | $7,831-100.0% | $8,000-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $9,535-100.0% | $23,039-100.0% | $9,535-100.0% |