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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 | $73,102-100.0% | $123,553-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 82.3%-82.3pp | 69.9%-69.9pp |
| Annual return | -7.87% | 3.01%-10.9pp | 119.21%-127.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $11,180 | $2,977+275.6% | $4,628+141.6% | $2,111+429.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |