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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 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | -0.86% | 6.49%-7.4pp | 6.89%-7.8pp | 13.05%-13.9pp |
| Employer contribution / active EE | $11,698 | $48,281-75.8% | $43,868-73.3% | $37,664-68.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |