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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 | $49,655-100.0% | $231,535-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 45.5%-45.5pp | 18.6%-18.6pp |
| Annual return | 1.22% | 13.03%-11.8pp | 12.92%-11.7pp | 9.77%-8.5pp |
| Employer contribution / active EE | $1,795 | $4,701-61.8% | $24,425-92.7% | $13,890-87.1% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $262,349-100.0% | $2,893-100.0% |