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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 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 2.17% | 8.30%-6.1pp | 8.54%-6.4pp | 24.44%-22.3pp |
| Employer contribution / active EE | $21,353 | $41,025-48.0% | $37,153-42.5% | $41,348-48.4% |
| Participant deferral / active EE | $54 | $20+171.2% | $18+199.2% | $55-1.7% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |