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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 | $43,344-100.0% | $59,899-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -8.63% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $913 | $2,030-55.0% | $2,723-66.5% | $2,381-61.7% |
| Participant deferral / active EE | $938 | $2,547-63.2% | $3,402-72.4% | $3,470-73.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |