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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 | $96,643-100.0% | $86,617-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | -103.69% | 106.57%-210.3pp | 591.91%-695.6pp | 373.45%-477.1pp |
| Employer contribution / active EE | $3,120 | $3,264-4.4% | $3,023+3.2% | $4,753-34.4% |
| Participant deferral / active EE | $3,120 | $4,835-35.5% | $4,437-29.7% | $6,711-53.5% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |