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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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | -9.58% | 12.78%-22.4pp | 12.93%-22.5pp | 12.16%-21.7pp |
| Employer contribution / active EE | $65,450 | $42,142+55.3% | $35,210+85.9% | $44,747+46.3% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |