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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 | $732,694-100.0% | $732,694-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.5%-44.5pp |
| Annual return | -26.93% | -15.17%-11.8pp | -15.18%-11.7pp | -14.65%-12.3pp |
| Employer contribution / active EE | $30,000 | $70,785-57.6% | $53,321-43.7% | $46,321-35.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |