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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 | $24,265-100.0% | $255,499-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 9.3%-9.3pp |
| Annual return | 4.69% | 9.83%-5.1pp | 6.84%-2.1pp | 9.76%-5.1pp |
| Employer contribution / active EE | $17,654 | $17,435+1.3% | $29,902-41.0% | $12,965+36.2% |
| Participant deferral / active EE | $0 | $78-100.0% | $13-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,241-100.0% | $4,785-100.0% |