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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 | $43,344-100.0% | $59,899-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -7.19% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,107 | $2,030+250.2% | $2,723+161.0% | $2,381+198.5% |
| Participant deferral / active EE | $4,636 | $2,547+82.0% | $3,402+36.2% | $3,470+33.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |