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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 | $405,731-100.0% | $147,304-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 84.4%-84.4pp | 91.9%-91.9pp |
| Annual return | -5.84% | 4.30%-10.1pp | 29.24%-35.1pp | 4.30%-10.1pp |
| Employer contribution / active EE | $53,000 | $26,636+99.0% | $5,766+819.1% | $26,636+99.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $5,076-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $7,571-100.0% | $12,997-100.0% |