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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 | $45,082-100.0% | $69,464-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 2.27% | 22.66%-20.4pp | 28.98%-26.7pp | 81.01%-78.7pp |
| Employer contribution / active EE | $1,700 | $2,055-17.3% | $2,779-38.8% | $2,440-30.3% |
| Participant deferral / active EE | $1,033 | $2,604-60.3% | $3,536-70.8% | $3,608-71.4% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |