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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 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | -0.50% | 8.43%-8.9pp | 8.55%-9.0pp | 10.21%-10.7pp |
| Employer contribution / active EE | $8,858 | $57,036-84.5% | $55,494-84.0% | $42,272-79.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |