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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 | $191,373-100.0% | $191,373-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.9%-55.9pp |
| Annual return | 2.87% | 5.45%-2.6pp | 8.46%-5.6pp | 24.44%-21.6pp |
| Employer contribution / active EE | $9,147 | $44,942-79.6% | $25,175-63.7% | $41,344-77.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,013-100.0% |