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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 | $21,551-100.0% | $162,072-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 33.1%-33.1pp | 13.5%-13.5pp |
| Annual return | 2.41% | 9.38%-7.0pp | 8.01%-5.6pp | 9.29%-6.9pp |
| Employer contribution / active EE | $14,474 | $9,605+50.7% | $29,476-50.9% | $15,168-4.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $630-100.0% | $2,037-100.0% |