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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 | $104,664-100.0% | $85,693-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | -18.70% | 21.45%-40.2pp | 21.49%-40.2pp | 478.71%-497.4pp |
| Employer contribution / active EE | $3,457 | $3,337+3.6% | $2,618+32.0% | $4,838-28.6% |
| Participant deferral / active EE | $15,000 | $4,824+210.9% | $3,923+282.4% | $6,342+136.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |