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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 | $42,909-100.0% | $60,906-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -19.60% | -13.99%-5.6pp | 16.94%-36.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $859 | $1,979-56.6% | $2,703-68.2% | $2,597-66.9% |
| Participant deferral / active EE | $1,933 | $2,866-32.5% | $3,814-49.3% | $4,028-52.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |