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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 | $82,314-100.0% | $68,808-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -25.08% | -2.18%-22.9pp | -6.37%-18.7pp | 418.27%-443.3pp |
| Employer contribution / active EE | $2,187 | $3,301-33.7% | $2,656-17.6% | $4,741-53.9% |
| Participant deferral / active EE | $5,290 | $4,740+11.6% | $3,942+34.2% | $6,401-17.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |