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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 | $252,073-100.0% | $218,366-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 40.0%-40.0pp | 44.5%-44.5pp |
| Annual return | -23.13% | -8.69%-14.4pp | -9.12%-14.0pp | -14.65%-8.5pp |
| Employer contribution / active EE | $12,087 | $39,282-69.2% | $36,696-67.1% | $46,321-73.9% |
| Participant deferral / active EE | $0 | $76-100.0% | $72-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |