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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 | $113,941-100.0% | $94,229-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -10.18% | 5.29%-15.5pp | 10.68%-20.9pp | 282.24%-292.4pp |
| Employer contribution / active EE | $2,551 | $4,727-46.0% | $3,587-28.9% | $4,866-47.6% |
| Participant deferral / active EE | $2,790 | $5,179-46.1% | $4,320-35.4% | $5,352-47.9% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |