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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 | $466,275-100.0% | $466,275-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -5.70% | -3.01%-2.7pp | -2.52%-3.2pp | -2.16%-3.5pp |
| Employer contribution / active EE | $31,857 | $180,892-82.4% | $109,954-71.0% | $42,949-25.8% |
| Participant deferral / active EE | $0 | $0 | $846-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $12,408-100.0% | $12,408-100.0% | $12,572-100.0% |