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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 | $23,320-100.0% | $202,297-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 52.5%-52.5pp | 12.4%-12.4pp |
| Annual return | -0.75% | 9.79%-10.5pp | 14.21%-15.0pp | 9.89%-10.6pp |
| Employer contribution / active EE | $20,534 | $8,252+148.8% | $29,446-30.3% | $14,313+43.5% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $7,524-100.0% | $9,084-100.0% |