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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 | $457,257-100.0% | $460,228-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 95.3%-95.3pp | 95.1%-95.1pp | 91.9%-91.9pp |
| Annual return | -3.74% | -3.33%-0.4pp | -2.98%-0.8pp | 4.30%-8.0pp |
| Employer contribution / active EE | $0 | $29,788-100.0% | $29,339-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $2,583 | $3,623-28.7% | $3,580-27.9% | $5,788-55.4% |
| Admin fee / account holder | $0 | $3,869-100.0% | $4,523-100.0% | $12,997-100.0% |