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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 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 0.67% | 9.26%-8.6pp | 10.41%-9.7pp | 18.35%-17.7pp |
| Employer contribution / active EE | $9,016 | $10,913-17.4% | $31,248-71.1% | $14,669-38.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |