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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 | $167,522-100.0% | $151,639-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -28.48% | 7.81%-36.3pp | 3.34%-31.8pp | 418.27%-446.7pp |
| Employer contribution / active EE | $1,968 | $6,828-71.2% | $6,165-68.1% | $4,741-58.5% |
| Participant deferral / active EE | $19,708 | $8,986+119.3% | $8,363+135.6% | $6,401+207.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |