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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 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | -4.04% | -1.51%-2.5pp | -18.97%+14.9pp | -2.16%-1.9pp |
| Employer contribution / active EE | $170,000 | $56,375+201.6% | $54,628+211.2% | $42,949+295.8% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |