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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 | $48,235-100.0% | $68,803-100.0% | $68,490-100.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -21.91% | -12.70%-9.2pp | -6.37%-15.5pp | -7.85%-14.1pp |
| Employer contribution / active EE | $3,344 | $1,829+82.9% | $2,656+25.9% | $2,597+28.8% |
| Participant deferral / active EE | $6,238 | $2,867+117.6% | $3,942+58.3% | $4,028+54.9% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |