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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 | $67,372-100.0% | $60,906-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -26.93% | 50.05%-77.0pp | 16.94%-43.9pp | 418.27%-445.2pp |
| Employer contribution / active EE | $38,500 | $3,099+1142.2% | $2,703+1324.3% | $4,741+712.1% |
| Participant deferral / active EE | $26,000 | $4,532+473.7% | $3,814+581.7% | $6,401+306.2% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |