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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 | $430,769-100.0% | $171,128-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 75.3%-75.3pp | 90.6%-90.6pp |
| Annual return | -3.10% | 10.77%-13.9pp | 3.91%-7.0pp | 10.77%-13.9pp |
| Employer contribution / active EE | $9,407 | $26,022-63.8% | $8,679+8.4% | $26,022-63.8% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |