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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 | $105,861-100.0% | $90,756-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -20.72% | -10.99%-9.7pp | -12.16%-8.6pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,847 | $3,463-17.8% | $2,922-2.6% | $4,741-39.9% |
| Participant deferral / active EE | $11,305 | $5,217+116.7% | $4,565+147.7% | $6,400+76.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |