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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 | $181,896-100.0% | $156,551-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | -10.61% | 30.74%-41.4pp | 32.23%-42.8pp | 41.46%-52.1pp |
| Employer contribution / active EE | $15,000 | $6,248+140.1% | $5,501+172.7% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |