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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 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -1.14% | 348.34%-349.5pp | 276.72%-277.9pp | 302.99%-304.1pp |
| Employer contribution / active EE | $1,560 | $5,105-69.4% | $4,646-66.4% | $4,763-67.2% |
| Participant deferral / active EE | $7,259 | $7,183+1.1% | $6,843+6.1% | $5,983+21.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |