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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 | $1,802,055-100.0% | $1,802,055-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 50.0%-50.0pp | 34.1%-34.1pp |
| Annual return | -0.46% | 4.30%-4.8pp | 4.36%-4.8pp | 13.02%-13.5pp |
| Employer contribution / active EE | $392 | $37,185-98.9% | $36,451-98.9% | $34,257-98.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $37,595-100.0% | $37,595-100.0% | $39,117-100.0% |