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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 | $77,817-100.0% | $123,553-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | -8.77% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,351 | $3,014+11.2% | $4,628-27.6% | $2,381+40.8% |
| Participant deferral / active EE | $5,782 | $5,240+10.4% | $6,426-10.0% | $3,470+66.7% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |