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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 | $133,981-100.0% | $112,249-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -29.55% | 47.16%-76.7pp | 27.48%-57.0pp | 418.27%-447.8pp |
| Employer contribution / active EE | $3,767 | $4,040-6.8% | $3,636+3.6% | $4,741-20.6% |
| Participant deferral / active EE | $15,281 | $5,292+188.8% | $4,729+223.1% | $6,401+138.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |