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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 | $72,486-100.0% | $87,103-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 4.38% | 24.46%-20.1pp | 28.19%-23.8pp | 81.02%-76.6pp |
| Employer contribution / active EE | $10,294 | $1,894+443.5% | $2,521+308.3% | $2,440+321.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |