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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 | $198,586-100.0% | $438,681-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 13.5%-13.5pp |
| Annual return | -12.51% | 6.29%-18.8pp | 4.26%-16.8pp | 9.29%-21.8pp |
| Employer contribution / active EE | $22,349 | $12,206+83.1% | $54,767-59.2% | $15,168+47.3% |
| Participant deferral / active EE | $0 | $162-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,187-100.0% | $2,037-100.0% |