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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 | $154,906-100.0% | $154,906-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 21.1%-21.1pp | 48.7%-48.7pp |
| Annual return | -7.72% | -0.27%-7.5pp | -0.22%-7.5pp | -2.16%-5.6pp |
| Employer contribution / active EE | $11,000 | $37,831-70.9% | $35,165-68.7% | $42,949-74.4% |
| Participant deferral / active EE | $0 | $83-100.0% | $80-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,675-100.0% | $12,572-100.0% |