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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 | $142,409-100.0% | $119,634-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -53.16% | -12.46%-40.7pp | -14.98%-38.2pp | 418.37%-471.5pp |
| Employer contribution / active EE | $3,760 | $5,224-28.0% | $4,232-11.2% | $4,742-20.7% |
| Participant deferral / active EE | $18,000 | $6,468+178.3% | $5,601+221.4% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |