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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 | $35,183-100.0% | $73,550-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 54.9%-54.9pp | 69.5%-69.5pp |
| Annual return | 7.37% | 26.90%-19.5pp | -15.16%+22.5pp | 73.15%-65.8pp |
| Employer contribution / active EE | $8,409 | $709+1086.6% | $1,219+589.8% | $2,343+259.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |