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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% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 11.2%-11.2pp |
| Annual return | 4.52% | 8.11%-3.6pp | 96.17%-91.6pp | 9.01%-4.5pp |
| Employer contribution / active EE | $5,102 | $6,934-26.4% | $25,602-80.1% | $12,866-60.3% |
| Participant deferral / active EE | $0 | $71-100.0% | $292-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |