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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 | $83,337-100.0% | $67,834-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | -13.64% | 259.45%-273.1pp | 138.47%-152.1pp | 41.46%-55.1pp |
| Employer contribution / active EE | $813 | $3,287-75.3% | $2,403-66.2% | $4,869-83.3% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |