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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 | $64,719-100.0% | $112,249-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | -26.07% | -11.40%-14.7pp | 27.48%-53.5pp | -7.85%-18.2pp |
| Employer contribution / active EE | $2,326 | $2,747-15.3% | $3,636-36.0% | $2,597-10.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |