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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 | $330,596-100.0% | $328,982-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 97.9%-97.9pp | 97.9%-97.9pp | 93.5%-93.5pp |
| Annual return | -9.01% | -3.71%-5.3pp | -3.64%-5.4pp | -4.71%-4.3pp |
| Employer contribution / active EE | $70,000 | $31,783+120.2% | $32,630+114.5% | $25,782+171.5% |
| Participant deferral / active EE | $0 | $7,016-100.0% | $6,765-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $11,978-100.0% | $11,978-100.0% | $10,647-100.0% |