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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 | $65,364-100.0% | $92,909-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | -2.86% | 42.11%-45.0pp | 109.44%-112.3pp | 81.01%-83.9pp |
| Employer contribution / active EE | $1,034 | $2,594-60.1% | $3,653-71.7% | $2,440-57.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |