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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 | $65,703-100.0% | $94,228-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 78.8%-78.8pp | 68.7%-68.7pp |
| Annual return | -5.38% | 5.22%-10.6pp | 10.68%-16.1pp | 2041.40%-2046.8pp |
| Employer contribution / active EE | $3,448 | $2,021+70.7% | $3,587-3.9% | $2,203+56.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |