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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 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | -3.30% | 6.78%-10.1pp | 7.19%-10.5pp | 13.05%-16.3pp |
| Employer contribution / active EE | $170,563 | $39,638+330.3% | $35,958+374.3% | $37,664+352.9% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |