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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 | $110,240-100.0% | $96,544-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | -88.93% | 26.41%-115.3pp | 25.88%-114.8pp | 373.84%-462.8pp |
| Employer contribution / active EE | $4,397 | $3,622+21.4% | $2,966+48.2% | $4,755-7.5% |
| Participant deferral / active EE | $6,403 | $5,549+15.4% | $4,851+32.0% | $6,713-4.6% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |