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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 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | -3.12% | 99.74%-102.9pp | 90.61%-93.7pp | 259.17%-262.3pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |