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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 | $46,732-100.0% | $156,551-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 2.45% | 17.72%-15.3pp | 32.23%-29.8pp | 169.23%-166.8pp |
| Employer contribution / active EE | $1,653 | $2,105-21.5% | $5,501-69.9% | $1,963-15.8% |
| Participant deferral / active EE | $1,035 | $2,204-53.0% | $4,871-78.7% | $3,054-66.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |