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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 | $114,119-100.0% | $107,187-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | -4.38% | 273.21%-277.6pp | 204.55%-208.9pp | 145.39%-149.8pp |
| Employer contribution / active EE | $7,500 | $4,059+84.8% | $3,782+98.3% | $4,194+78.8% |
| Participant deferral / active EE | $15,000 | $5,538+170.9% | $5,096+194.3% | $6,396+134.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |