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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -21.43% | 13.34%-34.8pp | 0.46%-21.9pp | -5.25%-16.2pp |
| Employer contribution / active EE | $5,266 | $19,967-73.6% | $35,480-85.2% | $15,161-65.3% |
| Participant deferral / active EE | $336 | $651-48.3% | $231+45.6% | $120+180.8% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |