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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 | $57,823-100.0% | $56,546-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.5%-44.5pp |
| Annual return | -15.65% | -10.39%-5.3pp | -11.22%-4.4pp | -14.65%-1.0pp |
| Employer contribution / active EE | $17,143 | $40,078-57.2% | $32,882-47.9% | $46,321-63.0% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,582-100.0% |