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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 | $153,311-100.0% | $109,313-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | -2.85% | 29.86%-32.7pp | 22.07%-24.9pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,523 | $5,619-72.9% | $3,892-60.9% | $4,869-68.7% |
| Participant deferral / active EE | $1,547 | $3,932-60.7% | $3,166-51.2% | $5,287-70.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |