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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 | $51,708-100.0% | $106,619-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 78.0%-78.0pp | 69.3%-69.3pp |
| Annual return | -1.67% | 4.69%-6.4pp | 9.42%-11.1pp | 20.14%-21.8pp |
| Employer contribution / active EE | $16,000 | $1,764+807.2% | $3,947+305.4% | $2,281+601.5% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |