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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -20.30% | 13.34%-33.6pp | 0.46%-20.8pp | -5.25%-15.1pp |
| Employer contribution / active EE | $40,009 | $19,967+100.4% | $35,480+12.8% | $15,161+163.9% |
| Participant deferral / active EE | $6,941 | $651+966.0% | $231+2905.6% | $120+5694.4% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |