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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 | $564,480-100.0% | $103,982-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 73.2%-73.2pp | 89.1%-89.1pp |
| Annual return | -23.01% | -14.07%-8.9pp | -12.88%-10.1pp | -14.07%-8.9pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $11,125-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $15,037 | $5,729+162.5% | $10,413+44.4% | $5,729+162.5% |
| Admin fee / account holder | $0 | $27,140-100.0% | $5,542-100.0% | $27,140-100.0% |