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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 | $24,265-100.0% | $118,035-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 33.3%-33.3pp | 9.3%-9.3pp |
| Annual return | 4.77% | 9.76%-5.0pp | 2.81%+2.0pp | 9.76%-5.0pp |
| Employer contribution / active EE | $1,982 | $12,965-84.7% | $30,972-93.6% | $12,965-84.7% |
| Participant deferral / active EE | $0 | $143-100.0% | $89-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,644-100.0% | $4,785-100.0% |