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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 | $447,195-100.0% | $447,195-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.5%-44.5pp |
| Annual return | -18.80% | -10.58%-8.2pp | -11.06%-7.7pp | -14.65%-4.2pp |
| Employer contribution / active EE | $466,000 | $62,232+648.8% | $55,362+741.7% | $46,321+906.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $26-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,582-100.0% |