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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 | $65,685-100.0% | $57,181-100.0% | $273,968-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | -4.11% | 21.99%-26.1pp | 14.59%-18.7pp | 41.45%-45.6pp |
| Employer contribution / active EE | $475 | $3,279-85.5% | $2,682-82.3% | $4,869-90.2% |
| Participant deferral / active EE | $2,346 | $3,781-37.9% | $3,096-24.2% | $5,287-55.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |