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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 | $39,132-100.0% | $57,196-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | -2.58% | 9.24%-11.8pp | 14.59%-17.2pp | 20.14%-22.7pp |
| Employer contribution / active EE | $547 | $1,874-70.8% | $2,683-79.6% | $2,281-76.0% |
| Participant deferral / active EE | $832 | $2,374-64.9% | $3,096-73.1% | $3,203-74.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |