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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 | $135,645-100.0% | $110,243-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -8.86% | 513.24%-522.1pp | 314.76%-323.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $17,500 | $4,907+256.6% | $3,827+357.3% | $4,779+266.2% |
| Participant deferral / active EE | $21,500 | $5,507+290.4% | $4,672+360.2% | $5,609+283.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |