Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $22,083-100.0% | $14,339-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 48.3%-48.3pp | 17.0%-17.0pp | 45.6%-45.6pp |
| Annual return | -2.49% | -6.39%+3.9pp | 1.15%-3.6pp | 4.16%-6.7pp |
| Employer contribution / active EE | $18,484 | $55,387-66.6% | $26,339-29.8% | $42,918-56.9% |
| Participant deferral / active EE | $0 | $103-100.0% | $178-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $0 | $3,605-100.0% | $21,465-100.0% |