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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 | $181,896-100.0% | $156,551-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | -1.08% | 30.74%-31.8pp | 32.23%-33.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $17,667 | $6,248+182.8% | $5,501+221.1% | $4,869+262.9% |
| Participant deferral / active EE | $5,179 | $5,550-6.7% | $4,871+6.3% | $5,287-2.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |