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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 | $135,057-100.0% | $98,716-100.0% | - |
| Participation rate | 0.0% | 54.8%-54.8pp | 69.3%-69.3pp | - |
| Annual return | 0.69% | 11.95%-11.3pp | 31.81%-31.1pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $0 | $3,078-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $0 | $5,301-100.0% | $8,703-100.0% | - |