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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 | $33,246-100.0% | - | $33,246-100.0% |
| Participation rate | 0.0% | 92.1%-92.1pp | - | 92.1%-92.1pp |
| Annual return | 5.59% | 11.10%-5.5pp | 4.96%+0.6pp | 11.10%-5.5pp |
| Employer contribution / active EE | $5,066 | $11,635-56.5% | $5,0660% | $11,635-56.5% |
| Participant deferral / active EE | $0 | $1,196-100.0% | - | $1,196-100.0% |
| Admin fee / account holder | $0 | $3,003-100.0% | - | $3,003-100.0% |