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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 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | -9.35% | 2.60%-12.0pp | 5.50%-14.9pp | 9.29%-18.6pp |
| Employer contribution / active EE | $4,776 | $8,096-41.0% | $28,518-83.3% | $15,168-68.5% |
| Participant deferral / active EE | $0 | $193-100.0% | $818-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |