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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 | $45,079-100.0% | $69,461-100.0% | $72,986-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 1.36% | 22.65%-21.3pp | 28.97%-27.6pp | 81.01%-79.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,727 | $2,603+120.0% | $3,536+62.0% | $3,607+58.7% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |