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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 | $363,803-100.0% | $382,887-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | -1.40% | 10.49%-11.9pp | 10.49%-11.9pp | 11.25%-12.6pp |
| Employer contribution / active EE | $46,000 | $27,054+70.0% | $29,204+57.5% | $23,407+96.5% |
| Participant deferral / active EE | $0 | $15,702-100.0% | $15,702-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $2,613-100.0% | $2,613-100.0% | $52,310-100.0% |