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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 | $124,814-100.0% | $124,814-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.9%-43.9pp |
| Annual return | -0.34% | 8.43%-8.8pp | 10.54%-10.9pp | 13.05%-13.4pp |
| Employer contribution / active EE | $33,440 | $31,418+6.4% | $26,804+24.8% | $37,647-11.2% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,946-100.0% |