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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 | $224,669-100.0% | $202,297-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.9%-55.9pp |
| Annual return | 0.40% | 14.33%-13.9pp | 14.21%-13.8pp | 24.44%-24.0pp |
| Employer contribution / active EE | $19,587 | $33,894-42.2% | $29,473-33.5% | $41,344-52.6% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |