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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 | $180,462-100.0% | $154,111-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -9.94% | 888.17%-898.1pp | 735.18%-745.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,917 | $6,036-51.7% | $5,298-44.9% | $4,779-39.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |