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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 | $93,124-100.0% | $77,100-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -61.23% | 62.68%-123.9pp | 42.35%-103.6pp | 418.37%-479.6pp |
| Employer contribution / active EE | $2,080 | $3,421-39.2% | $2,815-26.1% | $4,742-56.1% |
| Participant deferral / active EE | $12,079 | $5,242+130.4% | $4,430+172.7% | $6,401+88.7% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |