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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 | $531,693-100.0% | $248,517-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 100.0%-100.0pp | 85.7%-85.7pp |
| Annual return | -19.21% | -13.27%-5.9pp | -7.38%-11.8pp | -13.27%-5.9pp |
| Employer contribution / active EE | $6,112 | $26,843-77.2% | $2,503+144.2% | $26,843-77.2% |
| Participant deferral / active EE | $14,308 | $7,797+83.5% | $6,028+137.4% | $7,797+83.5% |
| Admin fee / account holder | $0 | $75,116-100.0% | $16,056-100.0% | $75,116-100.0% |