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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 | $99,345-100.0% | $84,753-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | -1.81% | 22.93%-24.7pp | 22.78%-24.6pp | 41.46%-43.3pp |
| Employer contribution / active EE | $1,601 | $4,214-62.0% | $3,574-55.2% | $4,869-67.1% |
| Participant deferral / active EE | $3,030 | $4,270-29.0% | $3,712-18.4% | $5,287-42.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |